Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$372K Buy
2023
Q1
Sell
2022
Q4
$487K Sell
2022
Q3
$770K Buy
2022
Q1
Sell
2021
Q4
$180K Buy