Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$118K Sell
2025
Q2
$189K Buy
2024
Q2
Sell
2024
Q1
$760K Buy
2023
Q4
$705K Buy
2022
Q2
Sell
2022
Q1
$278K Sell
2021
Q4
$441K Buy