Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$349K Buy
2023
Q4
Sell
2023
Q3
$301K Buy
2023
Q2
$247K Sell
2023
Q1
$258K Buy
2022
Q3
Sell
2022
Q2
$348K Sell
2022
Q1
$670K Buy