Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$332K Sell
2025
Q2
$233K Sell
2025
Q1
$256K Buy
2024
Q4
Sell
2024
Q3
$265K Buy
2024
Q2
$203K Sell
2024
Q1
$258K Hold
2023
Q4
$294K Sell
2023
Q3
$363K Hold
2023
Q2
$369K Sell
2023
Q1
$418K Buy