Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$348K Sell
2025
Q2
$274K Sell
2025
Q1
$263K Sell
2024
Q4
$859K Buy
2024
Q3
$494K Buy
2024
Q2
$231K Buy
2024
Q1
$200K Buy
2023
Q3
Sell
2023
Q2
$207K Buy