Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$325K Sell
2025
Q2
$373K Buy
2025
Q1
$272K Buy
2024
Q4
$151K Buy
2024
Q3
$175K Buy
2024
Q2
$94.9K Buy
2024
Q1
$76.9K Sell
2023
Q4
$164K Buy