Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$451K Buy
2025
Q2
$242K Buy
2024
Q3
Sell
2024
Q2
$994K Buy
2024
Q1
$872K Buy
2023
Q4
Sell
2023
Q3
$232K Sell
2023
Q2
$466K Buy
2023
Q1
$255K Buy