Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$307K Sell
2025
Q1
$92.5K Buy
2024
Q4
$80.8K Sell
2024
Q3
$93.8K Sell
2024
Q2
$65.1K Buy