Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$381K Sell
2025
Q1
$724K Buy
2024
Q4
$463K Sell
2024
Q3
$656K Buy
2024
Q2
$510K Buy
2024
Q1
$202K Buy