Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Sell
2025
Q2
$249K Sell
2025
Q1
$341K Buy
2024
Q4
$436K Sell
2024
Q3
$524K Sell
2024
Q2
$598K Buy
2024
Q1
$665K Sell
2023
Q4
$585K Buy