Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Sell
2025
Q2
$200K Sell
2025
Q1
$208K Buy
2024
Q4
$182K Buy
2024
Q3
$142K Sell
2024
Q2
$137K Sell
2024
Q1
$142K Sell
2023
Q4
$167K Sell
2023
Q3
$249K Sell
2023
Q2
$358K Buy