Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$355K Sell
2025
Q2
$323K Sell
2025
Q1
$282K Buy
2024
Q4
$268K Sell
2024
Q3
$332K Hold
2024
Q2
$407K Buy
2024
Q1
$372K Sell
2023
Q4
$291K Sell
2023
Q3
$253K Buy