Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$308K Buy
2025
Q2
$304K Buy
2025
Q1
$335K Buy
2024
Q4
$270K Sell
2024
Q3
$354K Buy
2024
Q2
$337K Buy
2024
Q1
$297K Sell
2023
Q4
$329K Buy
2023
Q3
$255K Buy