Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Buy
2025
Q2
$301K Sell
2025
Q1
$412K Sell
2024
Q4
$527K Buy
2024
Q3
$415K Buy
2024
Q2
$337K Sell
2024
Q1
$416K Sell
2023
Q4
$349K Buy