Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$482K Buy
2025
Q2
$482K Sell
2025
Q1
$522K Buy
2024
Q4
$456K Sell
2024
Q3
$517K Buy
2024
Q2
$379K Sell
2024
Q1
$427K Sell
2023
Q4
$431K Sell
2023
Q3
$398K Buy
2023
Q2
$252K Buy