Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$471K Buy
2025
Q1
$482K Buy
2024
Q4
$488K Buy
2024
Q3
$340K Buy
2024
Q2
$303K Sell
2024
Q1
$591K Buy
2023
Q4
$635K Buy