Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$356K Sell
2025
Q2
$390K Buy
2024
Q4
Sell
2024
Q3
$616K Hold
2024
Q2
$740K Hold
2024
Q1
$712K Sell
2023
Q4
$651K Hold
2023
Q3
$598K Sell
2023
Q2
$552K Hold
2023
Q1
$541K Sell
2022
Q4
$654K Buy