Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Buy
2025
Q2
$202K Sell
2025
Q1
$257K Hold
2024
Q4
$301K Buy
2024
Q3
$232K Sell
2024
Q2
$288K Buy
2023
Q1
Sell
2022
Q4
$234K Buy
2022
Q3
$208K Buy