Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$309K Buy
2025
Q2
$220K Sell
2025
Q1
$306K Buy
2024
Q4
$277K Buy
2024
Q3
$254K Buy
2024
Q2
$239K Sell
2024
Q1
$204K Buy