Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$384K Sell
2025
Q2
$407K Sell
2025
Q1
$449K Buy
2024
Q4
Sell
2024
Q3
$223K Sell
2024
Q2
$330K Sell
2024
Q1
$609K Buy
2023
Q4
$270K Sell
2023
Q3
$330K Buy
2023
Q2
$352K Buy
2023
Q1
$308K Buy