Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$224K Sell
2025
Q2
$258K Sell
2025
Q1
$290K Buy
2024
Q4
$318K Buy
2024
Q3
$345K Buy
2024
Q2
$153K Buy
2024
Q1
Sell
2023
Q4
$1.5K Buy