Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$206K Buy
2025
Q1
Sell
2024
Q4
$220K Buy
2024
Q3
$208K Buy
2024
Q2
$219K Sell
2024
Q1
$273K Sell
2023
Q4
$211K Buy