Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$228K Sell
2025
Q2
$235K Sell
2025
Q1
$257K Buy
2024
Q4
$236 Sell
2024
Q3
$230K Sell
2024
Q2
$239K Buy
2024
Q1
$216K Buy
2023
Q4
$159K Sell
2023
Q3
$148K Buy