Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$243K Sell
2025
Q2
$291K Sell
2025
Q1
$353K Sell
2024
Q4
$325K Buy
2024
Q3
$345K Buy
2024
Q2
$292K Buy
2024
Q1
$254K Buy
2023
Q4
$201K Buy