Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$461K Buy
2025
Q2
$310K Sell
2025
Q1
$883K Buy
2024
Q4
$432K Buy
2024
Q3
$290K Sell
2024
Q2
$329K Buy
2024
Q1
$207K Sell
2023
Q4
$282K Buy
2023
Q3
$143K Buy