Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$286K Sell
2025
Q2
$273K Sell
2025
Q1
$211K Sell
2024
Q4
$273K Sell
2024
Q3
$343K Sell
2024
Q2
$419K Hold
2024
Q1
$355K Buy