Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$269K Buy
2024
Q1
Sell
2023
Q4
$221K Sell
2023
Q3
$414K Buy
2023
Q2
$447K Buy
2023
Q1
$346K Buy
2022
Q4
$293K Buy
2022
Q3
$216K Buy