Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$451K Sell
2025
Q2
$442K Sell
2025
Q1
$440K Hold
2024
Q4
$460K Sell
2024
Q3
$557K Sell
2024
Q2
$526K Sell
2024
Q1
$589K Buy