Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$125K Sell
2025
Q2
$144K Sell
2025
Q1
$171K Sell
2024
Q4
$190K Buy
2024
Q3
$187K Sell
2024
Q2
$156K Sell
2024
Q1
$194K Sell
2023
Q4
$182K Buy