Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Sell
2025
Q2
$522K Buy
2025
Q1
$597K Buy
2024
Q4
$519K Buy
2024
Q3
$545K Sell
2024
Q2
$446K Sell
2024
Q1
$533K Buy
2023
Q4
$531K Buy
2023
Q3
$458K Buy