Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Buy
2025
Q2
$307K Sell
2025
Q1
$320K Sell
2024
Q4
$370K Sell
2024
Q3
$430K Sell
2024
Q2
$360K Buy
2024
Q1
$296K Buy
2023
Q4
$296K Buy
2023
Q3
$268K Buy
2023
Q2
Sell
2023
Q1
$214K Buy