Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$998K Buy
2025
Q1
Sell
2024
Q4
$480K Buy
2024
Q3
Sell
2024
Q2
$307K Buy
2024
Q1
Sell
2023
Q4
$513K Buy
2022
Q1
Sell
2021
Q4
$251K Buy