Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Buy
2023
Q4
Sell
2023
Q3
$230K Sell
2023
Q2
$231K Sell
2023
Q1
$236K Sell
2022
Q4
$255K Sell
2022
Q3
$238K Buy
2022
Q2
$206K Sell
2022
Q1
$278K Buy