Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$434K Sell
2025
Q2
$448K Buy
2025
Q1
$410K Sell
2024
Q4
$369K Sell
2024
Q3
$422K Sell
2024
Q2
$342K Sell
2024
Q1
$348K Buy
2023
Q4
$350K Buy