Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$310K Sell
2025
Q1
$400K Buy
2024
Q4
$281K Sell
2024
Q3
$281K Buy
2024
Q2
$172K Sell
2024
Q1
$507K Buy
2023
Q4
$562K Buy
2023
Q3
$549K Buy