Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$163K Hold
2025
Q2
$155K Sell
2025
Q1
$171K Sell
2024
Q4
$184K Sell
2024
Q3
$243K Sell
2024
Q2
$335K Sell
2024
Q1
$342K Buy