Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Sell
2025
Q2
$315K Sell
2025
Q1
$316K Sell
2024
Q4
$390K Sell
2024
Q3
$482K Buy
2024
Q2
$478K Sell
2024
Q1
$484K Buy
2023
Q4
$563K Buy