Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$481K Sell
2025
Q2
$489K Sell
2025
Q1
$351K Sell
2024
Q4
$392K Sell
2024
Q3
$474K Sell
2024
Q2
$485K Sell
2024
Q1
$381K Sell
2023
Q4
$302K Hold
2023
Q3
$267K Sell
2023
Q2
$263K Buy