Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$541K Buy
2025
Q2
$387K Buy
2025
Q1
$256K Sell
2024
Q4
$224K Sell
2024
Q3
$205K Sell
2024
Q2
$218K Sell
2024
Q1
$214K Buy