Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$211K Sell
2025
Q2
$282K Buy
2025
Q1
$246K Buy
2024
Q4
$245K Buy
2024
Q3
$268K Buy
2024
Q2
$255K Buy
2024
Q1
$288K Sell
2023
Q4
$259K Buy
2023
Q3
$229K Buy