Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$220K Sell
2025
Q2
$180K Sell
2025
Q1
$181K Sell
2024
Q4
$209K Hold
2024
Q3
$210K Hold
2024
Q2
$170K Sell
2024
Q1
$196K Sell
2023
Q4
$159K Hold
2023
Q3
$129K Buy