Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$313K Sell
2025
Q2
$368K Sell
2025
Q1
$319K Sell
2024
Q4
$334K Buy
2024
Q3
$331K Buy
2024
Q2
$199K Sell
2024
Q1
$226K Buy
2023
Q4
$209K Buy
2023
Q3
$171K Buy