Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$322K Buy
2025
Q2
$260K Sell
2025
Q1
$465K Buy
2024
Q4
$324K Sell
2024
Q3
$393K Buy
2024
Q2
$409K Buy
2024
Q1
$304K Sell
2023
Q4
$496K Buy
2023
Q3
$307K Buy