Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$458K Buy
2023
Q3
Sell
2023
Q2
$310K Buy
2023
Q1
$272K Sell
2022
Q4
$236K Buy
2022
Q3
$207K Sell
2022
Q2
$212K Buy
2022
Q1
$239K Sell
2021
Q4
$244K Buy