Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Buy
2025
Q2
$205K Buy
2025
Q1
$202K Sell
2024
Q4
$190K Buy
2024
Q3
$165K Sell
2024
Q2
$174K Buy
2024
Q1
$154K Buy
2022
Q2
Sell
2022
Q1
$264K Buy