Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Buy
2024
Q2
Sell
2024
Q1
$467K Buy
2023
Q4
$233K Buy
2023
Q2
Sell
2023
Q1
$679K Buy
2022
Q2
Sell
2022
Q1
$304K Sell
2021
Q4
$323K Buy