Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$413K Buy
2025
Q1
Sell
2024
Q4
$363K Sell
2024
Q3
$668K Buy
2024
Q1
Sell
2023
Q4
$222K Buy
2022
Q3
Sell
2022
Q2
$209K Sell
2022
Q1
$275K Buy
2021
Q4
$270K Buy