Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$409K Sell
2025
Q2
$314K Sell
2025
Q1
$295K Buy
2024
Q4
$426K Buy
2024
Q3
$202K Sell
2024
Q2
$267K Sell
2024
Q1
$250K Sell
2023
Q4
$392K Buy