Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$364K Sell
2025
Q2
$364K Sell
2025
Q1
$425K Sell
2024
Q4
$446K Buy
2024
Q3
$541K Sell
2024
Q2
$727K Buy
2024
Q1
$247K Sell
2023
Q4
$459K Buy
2023
Q3
$271K Buy
2023
Q2
$300K Buy