Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$536K Sell
2025
Q2
$693K Buy
2025
Q1
$333K Sell
2024
Q4
$500K Sell
2024
Q3
$654K Buy
2024
Q2
$675K Sell
2024
Q1
$593K Buy
2023
Q4
$360K Buy