Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$716K Buy
2025
Q2
$559K Sell
2025
Q1
$339K Sell
2024
Q4
$478K Buy
2024
Q3
$435K Buy
2024
Q2
$440K Buy
2024
Q1
Sell
2023
Q4
$202K Sell
2023
Q3
$205K Buy