Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$450K Sell
2025
Q2
$383K Buy
2025
Q1
$335K Buy
2024
Q4
$267K Buy
2024
Q3
$307K Sell
2024
Q2
$308K Sell
2024
Q1
$301K Buy
2023
Q4
$162K Buy