Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$465K Buy
2025
Q2
$477K Buy
2025
Q1
$391K Sell
2024
Q4
$460K Sell
2024
Q3
$464K Buy
2024
Q2
$361K Buy
2024
Q1
$384K Sell
2023
Q4
$329K Buy