Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$404K Buy
2025
Q2
$342K Buy
2025
Q1
$323K Sell
2024
Q4
$444K Buy
2024
Q3
$425K Buy
2024
Q2
$429K Buy
2024
Q1
$179K Buy
2023
Q4
$208K Buy
2023
Q3
$184K Sell
2023
Q2
$207K Buy