Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$212K Sell
2025
Q1
$724K Buy
2024
Q4
$483K Buy
2024
Q3
$381K Buy
2024
Q2
$307K Sell
2024
Q1
$340K Sell
2023
Q4
$307K Buy