Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Sell
2025
Q2
$323K Buy
2025
Q1
$187K Sell
2024
Q4
$222K Buy
2024
Q3
$248K Buy
2024
Q2
$254K Buy
2024
Q1
$156K Buy
2023
Q4
$79K Sell
2023
Q3
$61.7K Buy