Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$396K Sell
2025
Q2
$407K Buy
2025
Q1
$399K Buy
2024
Q4
$307K Buy
2024
Q3
$294K Buy
2024
Q2
$229K Buy
2023
Q4
Sell
2023
Q3
$207K Buy