Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$290K Sell
2025
Q2
$294K Sell
2025
Q1
$208K Buy
2024
Q2
Sell
2024
Q1
$220K Buy
2023
Q4
Sell
2023
Q3
$215K Buy