Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$861K Buy
2025
Q2
Sell
2025
Q1
$234K Buy
2024
Q2
Sell
2024
Q1
$330K Sell
2023
Q4
$554K Sell
2023
Q3
$723K Buy
2023
Q1
Sell
2022
Q4
$607K Buy