Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$109K Sell
2025
Q2
$164K Sell
2025
Q1
$159K Buy
2024
Q4
$146 Sell
2024
Q3
$188K Sell
2024
Q2
$205K Buy
2024
Q1
$236K Buy
2023
Q4
$207K Sell
2023
Q3
$201K Buy