Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Buy
2025
Q2
$330K Sell
2025
Q1
$471K Sell
2024
Q4
$548K Buy
2024
Q3
$573K Buy
2024
Q2
$504K Sell
2024
Q1
$574K Buy
2023
Q4
$445K Buy
2023
Q3
$355K Sell
2023
Q2
$421K Sell
2023
Q1
$484K Buy