Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$328K Sell
2025
Q2
$503K Sell
2025
Q1
$486K Buy
2024
Q4
$393K Buy
2024
Q3
$240K Buy
2023
Q1
Sell
2022
Q4
$99.1K Buy