Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$312K Buy
2025
Q2
$293K Buy
2025
Q1
Sell
2024
Q4
$274K Buy
2023
Q4
Sell
2023
Q3
$649K Buy
2023
Q2
$450K Buy