Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$349K Buy
2025
Q2
$261K Sell
2025
Q1
$298K Sell
2024
Q4
$502K Sell
2024
Q3
$656K Sell
2024
Q2
$744K Buy
2024
Q1
$702K Buy
2023
Q4
$514K Buy