Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$225K Buy
2023
Q2
Sell
2023
Q1
$266K Sell
2022
Q4
$303K Buy
2022
Q3
$206K Buy
2022
Q2
$243K Sell
2022
Q1
$370K Buy
2021
Q4
$295K Buy