Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$233K Sell
2025
Q2
$215K Sell
2025
Q1
$182K Sell
2024
Q4
$301K Sell
2024
Q3
$221K Buy
2024
Q1
Sell
2023
Q4
$242K Buy
2023
Q3
$243K Buy
2023
Q2
$237K Buy