Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$212K Buy
2024
Q2
Sell
2024
Q1
$469K Sell
2023
Q4
$611K Sell
2023
Q3
$695K Buy
2023
Q2
$628K Buy
2022
Q2
Sell
2022
Q1
$395K Buy