Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$335K Buy
2025
Q2
$255K Buy
2025
Q1
$251K Sell
2024
Q4
$387K Buy
2024
Q3
$416K Sell
2024
Q2
$357K Sell
2024
Q1
$412K Buy
2023
Q4
$374K Buy