Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$125K Sell
2025
Q2
$129K Sell
2025
Q1
$147K Buy
2024
Q4
$129K Sell
2024
Q3
$159K Buy
2024
Q2
$123K Buy
2024
Q1
$15K Sell
2023
Q4
$13K Buy
2023
Q3
$14K Buy