Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$204K Sell
2025
Q1
$206K Buy
2024
Q4
$193K Sell
2024
Q3
$265K Buy
2024
Q2
$209K Buy
2024
Q1
$193K Buy
2023
Q4
$108K Buy
2023
Q3
$27.8K Buy