Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$253K Sell
2025
Q2
$278K Sell
2025
Q1
$409K Buy
2024
Q4
$359K Buy
2024
Q3
$312K Sell
2024
Q2
$326K Sell
2024
Q1
$404K Buy