Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$279K Sell
2025
Q2
$279K Buy
2025
Q1
$251K Sell
2024
Q4
$228K Sell
2024
Q3
$270K Sell
2024
Q2
$263K Sell
2024
Q1
$286K Buy