Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$304K Sell
2025
Q2
$355K Buy
2025
Q1
$302K Sell
2024
Q4
$380K Sell
2024
Q3
$747K Buy
2024
Q2
$519K Buy
2024
Q1
$454K Sell
2023
Q4
$430K Buy