Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$427K Sell
2025
Q1
$454K Sell
2024
Q4
$712K Hold
2024
Q3
$703K Sell
2024
Q2
$707K Buy
2022
Q2
Sell
2022
Q1
$527K Hold
2021
Q4
$685K Buy
2021
Q3
$672K Hold
2021
Q2
$545K Buy
2021
Q1
$236K Buy