Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$332K Sell
2025
Q2
$434K Buy
2025
Q1
$202K Sell
2024
Q4
$584K Buy
2024
Q3
$410 Buy
2024
Q2
Sell
2024
Q1
$64.9K Sell
2023
Q4
$177K Buy