Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$390K Sell
2025
Q1
$343K Sell
2024
Q4
$400K Buy
2024
Q3
$415K Buy
2024
Q2
$355K Buy
2024
Q1
$357K Sell
2023
Q4
$382K Sell
2023
Q3
$307K Buy