Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$351K Buy
2025
Q1
$229K Sell
2024
Q4
$311K Buy
2024
Q3
$206K Buy
2024
Q1
Sell
2023
Q4
$248K Buy
2022
Q1
Sell
2021
Q4
$413K Buy