Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$357K Buy
2025
Q2
$261K Buy
2025
Q1
$225K Buy
2024
Q4
$216K Sell
2024
Q3
$482K Buy
2024
Q2
$296K Sell
2024
Q1
$482K Buy
2023
Q4
$374K Buy
2023
Q3
$330K Buy
2023
Q2
$223K Buy