Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$247K Buy
2025
Q2
$215K Sell
2025
Q1
$235K Sell
2024
Q4
$230K Sell
2024
Q3
$289K Sell
2024
Q2
$219K Sell
2024
Q1
$223K Sell
2023
Q4
$429K Buy
2023
Q3
$297K Buy