Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Sell
2025
Q2
$316K Sell
2025
Q1
$340K Sell
2024
Q4
$428K Buy
2024
Q3
$162K Hold
2024
Q2
$143K Sell
2024
Q1
$237K Sell
2023
Q4
$303K Hold
2023
Q3
$267K Sell
2023
Q2
$270K Hold
2023
Q1
$261K Buy