Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$295K Sell
2025
Q2
$343K Sell
2025
Q1
$698K Buy
2024
Q4
$783K Sell
2024
Q3
$1.32M Buy
2024
Q2
$875K Buy
2024
Q1
$242K Buy