Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Sell
2025
Q2
$240K Sell
2025
Q1
$690K Sell
2024
Q4
$751K Buy
2024
Q3
$671K Buy
2024
Q2
$463K Buy
2024
Q1
$525K Buy
2023
Q4
$469K Sell
2023
Q3
$428K Buy