Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$287K Buy
2024
Q3
Sell
2024
Q2
$249K Sell
2024
Q1
$236K Buy
2023
Q2
Sell
2023
Q1
$843K Buy
2022
Q4
$606K Buy