Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$429K Buy
2025
Q2
$453K Sell
2025
Q1
$437K Sell
2024
Q4
$586K Buy
2024
Q3
$529K Sell
2024
Q2
$413K Sell
2024
Q1
$477K Buy
2023
Q4
$258K Sell
2023
Q3
$453K Buy
2023
Q2
$366K Sell
2023
Q1
$468K Buy