Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$294K Sell
2025
Q2
$321K Sell
2025
Q1
$386K Buy
2024
Q4
$285K Sell
2024
Q3
$325K Buy
2024
Q2
$288K Buy
2024
Q1
$319K Buy
2023
Q4
$313K Buy
2023
Q3
$277K Buy