Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$463K Buy
2025
Q1
$391K Sell
2024
Q4
$840K Buy
2024
Q3
$395K Buy
2024
Q2
$414K Sell
2024
Q1
$558K Sell
2023
Q4
$530K Sell
2023
Q3
$367K Buy