Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$374K Sell
2025
Q2
$323K Sell
2025
Q1
$417K Sell
2024
Q4
$417K Buy
2024
Q3
$252K Hold
2024
Q2
$235K Hold
2024
Q1
$216K Buy
2022
Q3
Sell
2022
Q2
$203K Buy