Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$458K Buy
2025
Q2
$315K Sell
2025
Q1
$419K Sell
2024
Q4
$868K Buy
2024
Q3
$378K Sell
2024
Q2
$420K Sell
2024
Q1
$588K Buy