Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$395K Buy
2025
Q2
$404K Buy
2025
Q1
$370K Buy
2024
Q4
$279K Sell
2024
Q3
$285K Sell
2024
Q2
$251K Buy
2024
Q1
$206K Sell
2023
Q4
$202K Sell
2023
Q3
$277K Sell
2023
Q2
$305K Buy