Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$326K Buy
2024
Q2
Sell
2024
Q1
$255K Buy
2023
Q4
Sell
2023
Q3
$442K Buy
2023
Q2
$324K Buy
2023
Q1
Sell
2022
Q4
$200K Buy