Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$188K Sell
2025
Q2
$531K Sell
2025
Q1
$641K Buy
2024
Q4
Sell
2024
Q3
$526K Buy
2024
Q2
$192K Buy
2024
Q1
$102K Buy
2023
Q4
$75.8K Buy