Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$283K Buy
2025
Q2
$319K Sell
2025
Q1
$283K Sell
2024
Q4
$285K Sell
2024
Q3
$287K Buy
2024
Q2
$253K Sell
2024
Q1
$252K Sell
2023
Q4
$203K Buy