Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$325K Buy
2024
Q2
Sell
2024
Q1
$641K Buy
2022
Q4
Sell
2022
Q3
$324K Buy
2022
Q2
$594K Buy
2022
Q1
$587K Buy
2021
Q4
$588K Buy