Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$291K Buy
2025
Q2
$29K Buy
2022
Q4
Sell
2022
Q3
$94K Buy
2022
Q2
$95K Buy
2022
Q1
$161K Buy
2021
Q4
$138K Sell
2021
Q3
$203K Sell
2021
Q2
$260K Buy