Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Sell
2025
Q2
$235K Sell
2025
Q1
$259K Buy
2024
Q4
$231K Sell
2024
Q3
$241K Buy
2024
Q2
$213K Sell
2024
Q1
$235K Buy