Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$370K Sell
2025
Q2
$388K Buy
2025
Q1
$329K Sell
2024
Q4
$351K Sell
2024
Q3
$365K Buy
2024
Q2
$304K Sell
2024
Q1
$282K Buy