Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$185K Buy
2025
Q1
Sell
2024
Q4
$616K Buy
2024
Q3
$494K Buy
2024
Q2
$266K Buy
2024
Q1
$236K Sell
2023
Q4
$379K Buy