Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$190K Sell
2025
Q2
$205K Sell
2025
Q1
$263K Sell
2024
Q4
$360K Buy
2024
Q3
$349K Sell
2024
Q2
$412K Buy
2024
Q1
$391K Sell
2023
Q4
$985K Buy