Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$359K Buy
2025
Q2
$288K Buy
2025
Q1
$290K Sell
2024
Q4
$305K Sell
2024
Q3
$535K Sell
2024
Q2
$514K Sell
2024
Q1
$546K Sell
2023
Q4
$757K Buy