Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$222K Sell
2025
Q2
$293K Sell
2025
Q1
$322K Sell
2024
Q4
$328K Buy
2024
Q3
$384K Sell
2024
Q2
$439K Sell
2024
Q1
$438K Sell
2023
Q4
$779K Buy