Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$290K Buy
2025
Q2
$286K Sell
2025
Q1
$301K Buy
2024
Q4
$275K Buy
2024
Q3
$285K Sell
2024
Q2
$270K Buy
2024
Q1
$271K Sell
2023
Q4
$244K Buy