Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$191K Sell
2025
Q2
$656K Buy
2025
Q1
$123K Sell
2024
Q4
$143K Sell
2024
Q3
$339K Buy
2024
Q2
$276K Sell
2024
Q1
$303K Buy
2023
Q4
$133K Buy