Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$191K Sell
2025
Q2
$207K Sell
2025
Q1
$304K Sell
2024
Q4
$428K Buy
2024
Q3
$316K Hold
2024
Q2
$247K Buy
2024
Q1
$175K Sell
2023
Q4
$171K Buy
2023
Q3
$24.3K Buy