Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Buy
2025
Q2
$190K Buy
2025
Q1
Sell
2024
Q4
$124K Buy
2024
Q3
$65.6K Buy
2023
Q4
Sell
2023
Q3
$356K Buy
2022
Q4
Sell
2022
Q3
$180K Sell
2022
Q2
$225K Sell
2022
Q1
$324K Buy