Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$235K Buy
2022
Q3
Sell
2022
Q2
$299K Sell
2022
Q1
$430K Buy
2021
Q4
$390K Buy
2021
Q3
$388K Buy
2021
Q2
$370K Buy
2021
Q1
$303K Buy