Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Sell
2025
Q2
$391K Sell
2025
Q1
$281K Buy
2024
Q4
$132K Buy
2024
Q3
$77.2K Buy
2024
Q2
$30.5K Sell
2024
Q1
$38.8K Buy
2023
Q4
$49K Buy