Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$451K Buy
2025
Q2
$401K Buy
2025
Q1
$351K Buy
2024
Q4
$414K Sell
2024
Q3
$725K Buy
2024
Q2
$350K Sell
2024
Q1
$356K Sell
2023
Q4
$383K Buy
2023
Q3
$309K Buy