Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$403K Sell
2025
Q2
$407K Buy
2025
Q1
$966 Sell
2024
Q4
$587K Sell
2024
Q3
$1.17M Buy
2024
Q2
$978K Buy
2024
Q1
$233K Sell
2023
Q4
$300K Buy