Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$213K Sell
2025
Q2
$202K Buy
2024
Q4
Sell
2024
Q3
$114K Sell
2024
Q2
$231K Sell
2024
Q1
$197K Buy
2023
Q4
$286K Sell
2023
Q3
$302K Buy
2023
Q2
$192K Buy
2023
Q1
$156K Buy