Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$269K Sell
2025
Q1
$302K Buy
2024
Q4
$225K Sell
2024
Q3
$339K Hold
2024
Q2
$323K Sell
2024
Q1
$378K Sell
2023
Q4
$863K Buy