Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$144K Buy
2023
Q4
Sell
2023
Q3
$112K Buy
2023
Q2
$127K Buy
2022
Q4
Sell
2022
Q3
$152K Buy
2022
Q2
$53K Buy
2021
Q4
Sell
2021
Q3
$136K Buy
2021
Q2
Sell
2021
Q1
$121K Buy