Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Buy
2025
Q2
$307K Buy
2024
Q4
$207K Buy
2023
Q1
Sell
2022
Q4
$380K Buy
2022
Q3
Sell
2022
Q2
$322K Buy