Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$445K Sell
2025
Q2
$344K Hold
2025
Q1
$281K Hold
2024
Q4
$438K Sell
2024
Q3
$285K Sell
2024
Q2
$232K Sell
2024
Q1
$222K Sell
2023
Q4
$328K Hold
2023
Q3
$331K Sell
2023
Q2
$350K Sell
2023
Q1
$288K Buy