Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$266K Buy
2025
Q2
$253K Buy
2025
Q1
$209K Sell
2024
Q4
$285K Sell
2024
Q3
$284K Buy
2024
Q2
$304K Sell
2024
Q1
$295K Buy
2023
Q4
$272K Sell
2023
Q3
$246K Buy