Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$303K Buy
2025
Q1
$187K Buy
2024
Q4
$138K Sell
2024
Q3
$148K Buy
2024
Q2
$80.7K Buy
2024
Q1
$34.5K Sell
2023
Q4
$36K Buy