Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$200K Sell
2025
Q2
$233K Sell
2025
Q1
$381K Buy
2023
Q3
Sell
2023
Q2
$226K Buy
2019
Q3
Sell
2019
Q2
$217K Buy
2019
Q1
$32K Buy