Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$456K Sell
2025
Q2
$539K Buy
2025
Q1
$350K Sell
2024
Q4
$411K Sell
2024
Q3
$512K Sell
2024
Q2
$399K Sell
2024
Q1
$442K Buy