Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$406K Hold
2025
Q2
$384K Sell
2025
Q1
$407K Sell
2024
Q4
$389K Sell
2024
Q3
$427K Hold
2024
Q2
$341K Sell
2024
Q1
$337K Sell
2023
Q4
$325K Sell
2023
Q3
$330K Sell
2023
Q2
$374K Buy
2023
Q1
$314K Buy