Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Buy
2025
Q2
$145K Buy
2025
Q1
$176K Sell
2024
Q4
$424K Buy
2024
Q3
$352K Buy
2024
Q2
$248K Buy
2024
Q1
$118K Sell
2023
Q4
$153K Buy