Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$367K Sell
2025
Q2
$355K Sell
2025
Q1
$331K Sell
2024
Q4
$298K Buy
2024
Q3
$280K Buy
2024
Q2
$277K Sell
2024
Q1
$316K Buy
2023
Q4
$243K Buy