Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$239K Buy
2025
Q2
$43K Buy
2025
Q1
$23K Buy
2024
Q4
Sell
2024
Q3
$37K Sell
2024
Q2
$32K Buy
2024
Q1
$35K Buy
2023
Q4
$16K Sell
2023
Q3
$19K Buy