Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$231K Buy
2025
Q2
$162K Sell
2025
Q1
$183K Buy
2024
Q4
$197K Sell
2024
Q3
$250K Buy
2024
Q2
$258K Buy
2024
Q1
$191K Buy
2023
Q4
$167K Buy
2023
Q3
$136K Buy
2023
Q2
$81K Buy