Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$351K Sell
2025
Q2
$360K Buy
2025
Q1
$289K Buy
2024
Q4
$227K Buy
2024
Q3
$190K Buy
2024
Q2
$80.4K Buy
2024
Q1
$67.7K Buy
2023
Q3
Sell
2023
Q2
$14.4K Buy