Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$280K Sell
2025
Q2
$259K Sell
2025
Q1
$311K Sell
2024
Q4
$536K Buy
2024
Q3
$477K Sell
2024
Q2
$382K Buy
2024
Q1
$425K Sell
2023
Q4
$365K Buy
2023
Q3
$222K Buy