Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$351K Sell
2025
Q2
$357K Sell
2025
Q1
$513K Buy
2024
Q1
$461K Buy
2023
Q4
Sell
2023
Q3
$562K Buy
2023
Q2
$616K Buy