Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$287K Buy
2025
Q2
$205K Sell
2025
Q1
$293K Buy
2024
Q4
$206K Sell
2024
Q3
$285K Sell
2024
Q2
$342K Buy
2024
Q1
$417K Sell
2023
Q4
$668K Buy
2023
Q3
$276K Buy