Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$388K Buy
2023
Q3
Sell
2023
Q2
$412K Sell
2023
Q1
$204K Buy
2022
Q4
$334K Buy
2022
Q3
Sell
2022
Q2
$337K Buy
2022
Q1
Sell
2021
Q4
$285K Hold
2021
Q3
$272K Buy