Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$203K Sell
2025
Q1
$229K Sell
2024
Q4
$273K Sell
2024
Q3
$308K Buy
2024
Q2
$271K Buy
2024
Q1
$270K Sell
2023
Q4
$301K Buy