Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$350K Sell
2025
Q2
$425K Buy
2025
Q1
$362K Buy
2024
Q3
$350K Buy
2024
Q2
$335K Buy
2024
Q1
$262K Sell
2023
Q4
$570K Sell
2023
Q3
$499K Buy