Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$156K Buy
2025
Q2
$148K Buy
2025
Q1
$102K Sell
2024
Q4
$114K Buy
2024
Q3
$99.7K Buy
2024
Q2
$78.6K Buy
2024
Q1
$45K Sell
2023
Q4
$56.2K Buy