Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$587K Sell
2025
Q2
$1.97M Buy
2024
Q4
Sell
2024
Q3
$192K Buy
2024
Q1
Sell
2023
Q4
$104K Buy
2022
Q2
Sell
2022
Q1
$13K Sell
2021
Q4
$66K Sell
2021
Q3
$77K Buy