Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$280K Buy
2025
Q2
$344K Buy
2025
Q1
$328K Buy
2024
Q4
$218K Sell
2024
Q3
$316K Buy
2024
Q2
$230K Sell
2024
Q1
$258K Sell
2023
Q4
$267K Sell
2023
Q3
$373K Sell
2023
Q2
$587K Buy