Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$231K Sell
2025
Q2
$239K Sell
2025
Q1
$227K Sell
2024
Q4
$370K Buy
2024
Q3
$431K Sell
2024
Q2
$388K Buy
2024
Q1
$482K Buy
2023
Q4
$541K Buy