Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$565K Sell
2025
Q2
$585K Buy
2025
Q1
$478K Buy
2024
Q4
$429K Buy
2023
Q2
Sell
2023
Q1
$231K Hold
2022
Q4
$220K Buy
2022
Q2
Sell
2022
Q1
$246K Buy