Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$472K Sell
2025
Q2
$409K Sell
2025
Q1
$387K Buy
2024
Q4
$327K Sell
2024
Q3
$371K Buy
2024
Q2
$306K Buy
2024
Q1
$3.5K Buy
2022
Q4
$889 Buy