Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$385K Buy
2024
Q4
Sell
2024
Q3
$379K Sell
2024
Q2
$448K Buy
2024
Q1
$311K Sell
2023
Q4
$494K Buy
2023
Q3
$259K Buy