Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$688K Buy
2023
Q4
Sell
2023
Q3
$302K Buy
2022
Q3
Sell
2022
Q2
$212K Sell
2022
Q1
$357K Buy
2021
Q4
$275K Buy