Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$319K Buy
2025
Q2
$300K Sell
2025
Q1
$231K Buy
2024
Q4
$242K Buy
2024
Q3
$234K Sell
2024
Q2
$245K Sell
2024
Q1
$256K Buy