Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$401K Sell
2025
Q2
$361K Sell
2025
Q1
$308K Buy
2024
Q4
$324K Buy
2024
Q3
$310K Buy
2024
Q2
$240K Sell
2024
Q1
$305K Buy