Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$283K Buy
2025
Q2
$263K Sell
2025
Q1
$354K Buy
2024
Q4
$335K Sell
2024
Q3
$303K Buy
2024
Q2
$270K Buy
2024
Q1
$258K Buy
2023
Q4
$248K Buy