Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$224K Sell
2025
Q2
$219K Buy
2024
Q1
Sell
2023
Q4
$416K Sell
2023
Q3
$273K Buy
2023
Q2
$296K Buy
2022
Q4
Sell
2022
Q3
$281K Buy