Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$445K Buy
2025
Q2
$426K Sell
2025
Q1
$599K Buy
2024
Q4
$322K Buy
2024
Q3
$210K Buy
2024
Q1
Sell
2023
Q4
$465K Buy
2023
Q3
$360K Buy