Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Buy
2024
Q2
Sell
2024
Q1
$237K Buy
2023
Q4
Sell
2023
Q3
$449K Buy
2023
Q2
$220K Buy
2022
Q2
Sell
2022
Q1
$426K Buy
2021
Q4
$410K Buy