Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$394K Buy
2024
Q2
Sell
2024
Q1
$416K Buy
2023
Q4
Sell
2023
Q3
$398K Buy
2023
Q1
Sell
2022
Q4
$237K Buy
2022
Q3
Sell
2022
Q2
$261K Sell
2022
Q1
$330K Buy