Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Buy
2025
Q2
$445K Buy
2025
Q1
$248K Buy
2024
Q1
Sell
2023
Q4
$293K Sell
2023
Q3
$329K Sell
2023
Q2
$401K Buy
2023
Q1
$229K Sell
2022
Q4
$237K Buy