Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$200K Buy
2024
Q2
Sell
2024
Q1
$362K Sell
2023
Q4
$415K Buy
2023
Q3
$274K Buy
2023
Q2
$286K Buy
2022
Q2
Sell
2022
Q1
$260K Buy