Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Sell
2025
Q2
$398K Sell
2025
Q1
$359K Buy
2024
Q4
$284K Buy
2024
Q3
$277K Buy
2024
Q2
$216K Buy
2024
Q1
$238K Buy
2023
Q4
$203K Sell
2023
Q3
$311K Buy