Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$263K Sell
2025
Q2
$486K Buy
2024
Q3
Sell
2024
Q2
$299K Sell
2024
Q1
$307K Buy
2023
Q1
Sell
2022
Q4
$539K Buy