Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$155K Sell
2025
Q2
$169K Buy
2025
Q1
$256K Sell
2024
Q4
$260K Sell
2024
Q3
$280K Sell
2024
Q2
$963K Buy
2023
Q4
Sell
2023
Q3
$84.3K Sell
2023
Q2
$389K Buy