Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$345K Buy
2024
Q4
Sell
2024
Q3
$303K Buy
2024
Q2
$262K Sell
2024
Q1
$339K Buy
2023
Q2
Sell
2023
Q1
$212K Buy