Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$200K Hold
2025
Q2
$194K Sell
2025
Q1
$732K Buy
2024
Q4
$526K Sell
2024
Q3
$588K Buy
2022
Q2
Sell
2022
Q1
$138K Buy
2021
Q4
$96K Buy