Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Buy
2025
Q2
$205K Buy
2024
Q1
Sell
2023
Q4
$677K Sell
2023
Q3
$617K Sell
2023
Q2
$565K Sell
2023
Q1
$606K Buy
2022
Q4
$445K Sell
2022
Q3
$467K Buy