Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$385K Buy
2025
Q2
$350K Buy
2025
Q1
$323K Buy
2024
Q4
$252K Buy
2024
Q3
Sell
2024
Q2
$205K Buy
2023
Q2
Sell
2023
Q1
$279K Buy
2022
Q4
$303K Sell
2022
Q3
$335K Sell
2022
Q2
$396K Buy
2022
Q1
$394K Buy
2021
Q4
$366K Buy