Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$229K Sell
2025
Q2
$312K Sell
2025
Q1
$310K Sell
2024
Q4
$260K Hold
2024
Q3
$251K Hold
2024
Q2
$218K Sell
2024
Q1
$324K Sell
2023
Q4
$312K Buy
2023
Q3
$188K Sell
2023
Q2
$242K Buy