Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$223K Buy
2024
Q3
Sell
2024
Q2
$507K Buy
2024
Q1
$274K Sell
2023
Q4
$283K Buy
2020
Q4
Sell
2020
Q3
$248K Buy