Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$440K Buy
2025
Q2
$354K Hold
2025
Q1
$351K Sell
2024
Q4
$412K Sell
2024
Q3
$467K Sell
2024
Q2
$552K Sell
2024
Q1
$506K Buy