Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$354K Buy
2025
Q2
$255K Sell
2025
Q1
$326K Sell
2024
Q4
$903K Buy
2024
Q3
$479K Sell
2024
Q2
$606K Sell
2024
Q1
$659K Buy
2023
Q4
$566K Buy