Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Sell
2025
Q2
$267K Sell
2025
Q1
$462K Sell
2024
Q4
$409K Buy
2024
Q3
$365K Buy
2024
Q2
$389K Buy
2024
Q1
$449K Sell
2023
Q4
$630K Buy
2023
Q3
$504K Buy