Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$595K Buy
2025
Q2
$565K Buy
2025
Q1
$351K Sell
2024
Q4
$370K Buy
2024
Q3
$216K Sell
2024
Q2
$272K Buy
2024
Q1
$267K Sell
2023
Q4
$360K Sell
2023
Q3
$280K Buy
2023
Q2
$215K Buy