Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$223K Buy
2025
Q2
$230K Sell
2025
Q1
$340K Sell
2024
Q4
$359K Buy
2024
Q3
$318K Buy
2024
Q2
$256K Sell
2024
Q1
$286K Hold
2023
Q4
$289K Buy
2023
Q3
$288K Sell
2023
Q2
$274K Sell
2023
Q1
$321K Buy