Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$180K Buy
2025
Q2
$141K Sell
2025
Q1
$138K Sell
2024
Q4
$154K Sell
2024
Q3
$169K Buy
2024
Q2
$165K Buy
2024
Q1
$186K Sell
2023
Q4
$188K Sell
2023
Q3
$188K Sell
2023
Q2
$192K Buy