Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Sell
2025
Q2
$261K Sell
2025
Q1
$211K Buy
2024
Q4
Sell
2024
Q3
$227K Sell
2024
Q2
$237K Sell
2024
Q1
$459K Sell
2023
Q4
$391K Sell
2023
Q3
$313K Hold
2023
Q2
$294K Hold
2023
Q1
$216K Buy