Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$218K Buy
2024
Q3
Sell
2024
Q2
$420K Sell
2024
Q1
$909K Buy
2023
Q4
$324K Buy
2022
Q1
Sell
2021
Q4
$200K Buy