Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$419K Sell
2025
Q2
$675K Buy
2025
Q1
$323K Buy
2024
Q4
$336K Sell
2024
Q3
$384K Buy
2024
Q2
$236K Buy
2023
Q3
Sell
2023
Q2
$595K Buy