Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$352K Sell
2025
Q1
$303K Sell
2024
Q4
$340K Buy
2024
Q3
$452K Buy
2024
Q2
$192K Buy
2024
Q1
$134K Buy