Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$192K Buy
2023
Q1
Sell
2022
Q4
$41K Buy
2022
Q3
$21K Sell
2022
Q2
$534K Buy
2022
Q1
$311K Buy
2021
Q4
$168K Buy