Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$191K Sell
2025
Q1
$222K Sell
2024
Q4
$347K Sell
2024
Q3
$363K Sell
2024
Q2
$329K Buy
2024
Q1
$358K Buy
2021
Q3
Sell
2021
Q2
$65K Buy