Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$292K Buy
2024
Q2
Sell
2024
Q1
$211K Buy
2023
Q4
$225K Buy
2023
Q1
Sell
2022
Q4
$277K Buy
2022
Q3
$201K Buy