Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$129K Buy
2025
Q1
$137K Sell
2024
Q4
$177K Buy
2024
Q3
$175K Buy
2024
Q2
$157K Buy
2019
Q2
Sell
2019
Q1
$218K Buy