Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$306K Sell
2025
Q2
$361K Sell
2025
Q1
$456K Buy
2024
Q4
$320K Buy
2024
Q3
$352K Buy
2024
Q2
$296K Buy
2024
Q1
$261K Buy
2023
Q4
Sell
2023
Q3
$338K Buy
2023
Q2
$210K Buy