Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$365K Buy
2025
Q2
$341K Buy
2025
Q1
$373K Buy
2024
Q4
$307K Sell
2024
Q3
$385K Sell
2024
Q2
$405K Buy
2024
Q1
$330K Buy
2023
Q4
$321K Buy
2023
Q3
$211K Buy