Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$360K Sell
2025
Q2
$554K Buy
2025
Q1
$369K Sell
2024
Q4
$377K Sell
2024
Q3
$265K Buy
2024
Q2
$193K Sell
2024
Q1
$183K Sell
2023
Q4
$159K Sell
2023
Q3
$120K Hold
2023
Q2
$116K Buy