Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$654K Buy
2025
Q2
$404K Sell
2025
Q1
$528K Buy
2024
Q4
$665K Buy
2024
Q1
Sell
2023
Q4
$222K Sell
2023
Q3
$233K Buy
2023
Q2
$208K Buy