Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Buy
2025
Q2
$283K Buy
2025
Q1
$230K Sell
2024
Q4
$726K Buy
2024
Q3
$409K Buy
2024
Q2
$225K Buy
2024
Q1
$195K Sell
2023
Q4
$275K Buy
2023
Q3
$245K Buy
2023
Q2
$184K Buy