Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$210K Buy
2025
Q2
Sell
2025
Q1
$234K Buy
2023
Q4
Sell
2023
Q3
$214K Buy
2023
Q1
Sell
2022
Q4
$203K Buy
2022
Q3
$201K Buy