Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$400K Buy
2025
Q1
$287K Sell
2024
Q4
$392K Sell
2024
Q3
$424K Buy
2024
Q2
$262K Hold
2024
Q1
$261K Buy