Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$156K Buy
2025
Q2
$89K Sell
2025
Q1
$85K Buy
2024
Q4
$96K Sell
2024
Q3
$145K Sell
2024
Q2
$154K Buy
2024
Q1
$166K Buy
2023
Q4
$182K Buy
2023
Q3
$158K Buy
2023
Q2
$29K Buy