Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$224K Buy
2023
Q4
Sell
2023
Q3
$225K Buy
2023
Q2
$236K Buy
2023
Q1
$242K Sell
2022
Q4
$236K Sell
2022
Q3
$308K Buy
2022
Q2
$235K Buy
2022
Q1
$269K Sell
2021
Q4
$284K Hold
2021
Q3
$236K Buy