Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$235K Sell
2025
Q2
$231K Buy
2024
Q1
Sell
2023
Q4
$313K Sell
2023
Q3
$289K Sell
2023
Q2
$317K Sell
2023
Q1
$320K Buy
2022
Q4
$250K Buy