Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$471K Buy
2025
Q2
$335K Sell
2025
Q1
$263K Sell
2024
Q4
$260K Hold
2024
Q3
$320K Buy
2024
Q2
$339K Buy
2024
Q1
$287K Sell
2023
Q4
$245K Buy
2023
Q3
Sell
2023
Q2
$207K Buy