Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$235K Sell
2025
Q2
$219K Sell
2025
Q1
$221K Sell
2024
Q4
$340K Sell
2024
Q3
$321K Sell
2024
Q2
$305K Sell
2024
Q1
$329K Sell
2023
Q4
$419K Buy
2023
Q3
$372K Buy