Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$346K Buy
2025
Q2
$285K Sell
2025
Q1
$285K Buy
2024
Q4
$286K Buy
2024
Q3
$302K Sell
2024
Q2
$392K Buy
2024
Q1
$147K Buy
2021
Q3
Sell
2021
Q2
$366K Sell
2021
Q1
$328K Buy