Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$347K Buy
2025
Q2
$324K Sell
2025
Q1
$264K Sell
2024
Q4
$275K Buy
2024
Q3
$234K Buy
2024
Q2
$273K Buy
2024
Q1
$280K Sell
2023
Q4
$392K Buy