Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Buy
2025
Q2
$204K Sell
2025
Q1
$242K Sell
2024
Q4
$348K Buy
2024
Q3
$297K Sell
2024
Q2
$252K Buy
2024
Q1
$263K Buy