Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Sell
2025
Q2
$263K Sell
2025
Q1
$306K Buy
2024
Q4
$335K Sell
2024
Q3
$433K Buy
2024
Q2
$305K Sell
2024
Q1
$299K Buy