Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$327K Buy
2025
Q2
$346K Sell
2025
Q1
$316K Sell
2024
Q4
$320K Sell
2024
Q3
$295K Buy
2023
Q3
Sell
2023
Q2
$240K Sell
2023
Q1
$224K Buy