Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$110K Buy
2025
Q2
$93.8K Sell
2025
Q1
$108K Sell
2024
Q4
$134K Sell
2024
Q3
$154K Sell
2024
Q2
$215K Sell
2024
Q1
$224K Sell
2023
Q4
$219K Buy