Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$173K Buy
2024
Q4
Sell
2024
Q3
$446K Buy
2024
Q2
$280K Buy
2024
Q1
$224K Sell
2023
Q4
$347K Buy
2023
Q1
Sell
2022
Q4
$266K Buy