Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$316K Buy
2025
Q2
$210K Sell
2025
Q1
$251K Sell
2024
Q4
$340K Buy
2024
Q3
$294K Buy
2024
Q2
$239K Sell
2024
Q1
$300K Sell
2023
Q4
$709K Buy