Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$212K Buy
2025
Q2
$265K Sell
2025
Q1
$410K Sell
2024
Q4
$382K Sell
2024
Q3
$454K Buy
2024
Q2
$235K Buy
2024
Q1
$106K Buy