Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$265K Sell
2025
Q2
$221K Buy
2025
Q1
$237K Sell
2024
Q4
$298K Sell
2024
Q3
$377K Buy
2024
Q2
Sell
2024
Q1
$220K Sell
2023
Q4
$231K Buy