Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$298K Sell
2025
Q2
$302K Sell
2025
Q1
$324K Sell
2024
Q4
$709K Buy
2024
Q3
$307K Sell
2024
Q2
$480K Hold
2024
Q1
$446K Buy
2023
Q4
$306K Buy