Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$203K Sell
2025
Q2
$299K Sell
2025
Q1
$642K Buy
2024
Q4
$263K Buy
2024
Q3
Sell
2024
Q2
$273K Sell
2024
Q1
$297K Buy
2023
Q4
$233K Buy