Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$411K Sell
2025
Q2
$358K Sell
2025
Q1
$353K Sell
2024
Q4
$492K Sell
2024
Q3
$483K Buy
2024
Q2
$411K Sell
2024
Q1
$420K Buy
2023
Q4
$243K Buy