Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$210K Buy
2023
Q2
Sell
2023
Q1
$291K Sell
2022
Q4
$238K Sell
2022
Q3
$598K Sell
2022
Q2
$514K Sell
2022
Q1
$884K Buy
2021
Q4
$608K Buy