Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$235K Hold
2025
Q2
$221K Sell
2025
Q1
$225K Buy
2024
Q4
$239K Buy
2024
Q3
$158K Sell
2024
Q2
$755K Sell
2024
Q1
$1.35M Buy