Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$455K Sell
2025
Q2
$395K Buy
2025
Q1
$344K Sell
2024
Q4
$403K Buy
2024
Q3
$409K Buy
2024
Q2
$354K Buy
2024
Q1
$358K Sell
2023
Q4
$381K Buy
2023
Q3
$306K Buy