Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$283K Sell
2025
Q2
$383K Buy
2025
Q1
$314K Buy
2024
Q2
Sell
2024
Q1
$255K Buy
2021
Q1
Sell
2020
Q4
$28K Buy