Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$349K Sell
2025
Q2
$343K Sell
2025
Q1
$331K Buy
2024
Q4
$275K Sell
2024
Q3
$295K Sell
2024
Q2
$224K Sell
2024
Q1
$239K Buy
2023
Q4
$246K Buy
2023
Q3
$208K Buy