Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$209K Buy
2025
Q2
Sell
2025
Q1
$178K Sell
2024
Q4
$149K Buy
2024
Q3
$103K Buy
2024
Q2
$87.4K Sell
2024
Q1
$99.7K Buy