Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$287K Buy
2025
Q2
$278K Sell
2025
Q1
$238K Buy
2024
Q4
$181K Buy
2023
Q4
Sell
2023
Q3
$302K Sell
2023
Q2
$290K Sell
2023
Q1
$327K Buy
2022
Q4
$316K Sell
2022
Q3
$302K Buy