Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$322K Buy
2025
Q1
Sell
2024
Q4
$297K Sell
2024
Q3
$343K Buy
2024
Q2
$227K Buy
2024
Q1
Sell
2023
Q4
$222K Sell
2023
Q3
$239K Sell
2023
Q2
$316K Sell
2023
Q1
$502K Buy