Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$419K Buy
2025
Q1
Sell
2024
Q4
$340K Sell
2024
Q3
$456K Sell
2024
Q2
$536K Sell
2024
Q1
$574K Sell
2023
Q4
$569K Sell
2023
Q3
$672K Buy
2023
Q2
$613K Buy