Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$412K Sell
2025
Q2
$425K Buy
2025
Q1
$382K Sell
2024
Q4
$383K Buy
2024
Q3
$423K Buy
2024
Q2
$383K Buy
2024
Q1
$404K Sell
2023
Q4
$373K Buy