Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$230K Buy
2025
Q2
$208K Sell
2025
Q1
$252K Buy
2024
Q2
Sell
2024
Q1
$203K Buy
2023
Q3
Sell
2023
Q2
$208K Buy
2022
Q1
Sell
2021
Q4
$329K Buy