Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$250K Buy
2025
Q2
$271K Buy
2025
Q1
$201K Sell
2024
Q4
$224K Buy
2024
Q3
$213K Buy
2024
Q2
$217K Buy
2024
Q1
$230K Buy