Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$346K Buy
2025
Q2
$268K Sell
2025
Q1
$525K Sell
2024
Q4
$654K Sell
2024
Q3
$688K Buy
2024
Q2
$603K Buy
2024
Q1
$758K Buy
2023
Q4
$388K Buy