Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$240K Sell
2025
Q2
$323K Sell
2025
Q1
$295K Sell
2024
Q4
$279K Buy
2024
Q3
$257K Sell
2024
Q2
$281K Sell
2024
Q1
$277K Sell
2023
Q4
$234K Buy
2023
Q3
Sell
2023
Q2
$369K Buy