Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205K Sell
2025
Q2
$344K Sell
2025
Q1
$314K Sell
2024
Q4
$329K Buy
2024
Q3
$314K Buy
2024
Q2
$272K Sell
2024
Q1
$263K Sell
2023
Q4
$245K Sell
2023
Q3
$220K Sell
2023
Q2
$262K Buy
2023
Q1
$204K Buy