Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$231K Sell
2025
Q2
$212K Sell
2025
Q1
$163K Hold
2024
Q4
$195K Sell
2024
Q3
$202K Hold
2024
Q2
$168K Buy
2024
Q1
$148K Sell
2023
Q4
$143K Sell
2023
Q3
$149K Sell
2023
Q2
$180K Sell
2023
Q1
$155K Buy