Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$393K Sell
2025
Q2
$368K Buy
2024
Q4
$415K Buy
2024
Q3
$225K Buy
2023
Q1
Sell
2022
Q4
$151K Buy
2021
Q3
Sell
2021
Q2
$13K Buy