Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$475K Sell
2025
Q2
$467K Buy
2025
Q1
$512K Sell
2024
Q4
$461K Sell
2024
Q3
$495K Sell
2024
Q2
$533K Buy
2024
Q1
$535K Buy
2023
Q4
$505K Buy