Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$318K Buy
2025
Q2
$248K Sell
2025
Q1
$302K Sell
2024
Q4
$290K Sell
2024
Q3
$421K Sell
2024
Q2
$529K Sell
2024
Q1
$757K Buy