Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$181K Buy
2025
Q2
$135K Sell
2025
Q1
$217K Buy
2024
Q4
$310K Buy
2024
Q3
$85.8K Sell
2024
Q2
$387K Buy
2024
Q1
$234K Sell
2023
Q4
$556K Sell
2023
Q3
$610K Buy