Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$855K Sell
2025
Q2
$1.42M Buy
2024
Q4
Sell
2024
Q3
$198K Sell
2024
Q2
$184K Buy
2024
Q1
$100K Buy
2022
Q2
Sell
2022
Q1
$0 Sell
2021
Q4
$31K Sell
2021
Q3
$46K Sell
2021
Q2
$60K Buy
2021
Q1
$8K Buy