Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$254K Sell
2025
Q2
$223K Sell
2025
Q1
$318K Buy
2024
Q4
$366K Buy
2024
Q3
$353K Buy
2024
Q2
$296K Sell
2024
Q1
$336K Buy
2023
Q4
$306K Sell
2023
Q3
$279K Buy