Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$465K Sell
2025
Q2
$386K Buy
2025
Q1
$341K Sell
2024
Q4
$302K Sell
2024
Q3
$341K Sell
2024
Q2
$291K Buy
2024
Q1
$305K Buy
2023
Q4
$252K Buy