Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$226K Buy
2023
Q2
Sell
2023
Q1
$205K Sell
2022
Q4
$247K Sell
2022
Q3
$212K Buy
2022
Q2
$201K Sell
2022
Q1
$235K Buy