Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$219K Buy
2025
Q1
Sell
2024
Q4
$385K Buy
2024
Q1
Sell
2023
Q4
$453K Buy
2023
Q3
Sell
2023
Q2
$408K Buy