Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$226K Sell
2025
Q2
$259K Sell
2025
Q1
$181K Buy
2024
Q4
$138K Sell
2024
Q3
$224K Buy
2024
Q2
$112K Buy
2024
Q1
$95.6K Buy
2023
Q4
$52.1K Buy