Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$211K Sell
2025
Q1
$537K Buy
2024
Q4
$537K Buy
2024
Q3
$322K Sell
2024
Q2
$403K Buy
2024
Q1
$322K Sell
2023
Q4
$344K Sell
2023
Q3
$304K Buy