Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Buy
2025
Q1
Sell
2024
Q4
$435K Buy
2024
Q3
$376K Buy
2024
Q2
$274K Sell
2024
Q1
$348K Sell
2023
Q4
$349K Buy