Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$478K Buy
2025
Q2
$360K Buy
2025
Q1
$279K Buy
2024
Q4
$278K Sell
2024
Q3
$238K Sell
2024
Q2
$223K Sell
2024
Q1
$203K Sell
2023
Q4
$393K Buy
2023
Q3
$214K Buy