Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$523K Buy
2025
Q2
$326K Buy
2025
Q1
$235K Sell
2024
Q4
$319K Sell
2024
Q3
$300K Sell
2024
Q2
$307K Buy
2024
Q1
$200K Sell
2023
Q4
$296K Sell
2023
Q3
$337K Buy
2023
Q2
$235K Buy