Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$249K Buy
2025
Q1
Sell
2024
Q4
$467K Buy
2024
Q3
$263K Buy
2024
Q2
$220K Buy
2024
Q1
$224K Sell
2023
Q4
$275K Buy
2023
Q3
$218K Buy
2023
Q2
$202K Buy
2022
Q1
Sell
2021
Q4
$223K Sell
2021
Q3
$203K Buy