Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Buy
2025
Q2
$237K Sell
2025
Q1
$239K Buy
2024
Q4
Sell
2024
Q3
$315K Buy
2024
Q2
$235K Buy
2024
Q1
$228K Buy