Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$208K Sell
2025
Q2
$252K Sell
2025
Q1
$290K Sell
2024
Q4
$418K Buy
2024
Q3
$294K Sell
2024
Q2
$368K Buy
2024
Q1
$294K Sell
2023
Q4
$241K Buy