Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$228K Buy
2025
Q2
$243K Sell
2025
Q1
$209K Buy
2023
Q1
Sell
2022
Q4
$206K Buy
2022
Q3
Sell
2022
Q2
$194K Buy
2022
Q1
Sell
2021
Q4
$192K Buy
2021
Q3
$199K Buy
2021
Q2
$198K Buy