Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$310K Buy
2024
Q4
Sell
2024
Q3
$143K Sell
2024
Q2
$128K Sell
2024
Q1
$232K Buy
2023
Q4
$127K Buy
2022
Q1
Sell
2021
Q4
$359K Buy