Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Buy
2025
Q2
$170K Sell
2025
Q1
$543K Buy
2024
Q4
$541K Buy
2024
Q3
$590K Buy
2024
Q2
$635K Sell
2024
Q1
$788K Buy
2023
Q4
$116K Buy