Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$350K Sell
2025
Q2
$797K Buy
2023
Q4
Sell
2023
Q3
$893K Buy
2023
Q2
$244K Buy
2022
Q1
Sell
2021
Q4
$510K Buy
2021
Q3
$209K Buy