Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$387K Buy
2025
Q2
$379K Buy
2025
Q1
$296K Sell
2024
Q4
$317K Buy
2024
Q3
$298K Sell
2024
Q2
$260K Buy
2024
Q1
$217K Sell
2023
Q4
$226K Buy