Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Sell
2025
Q2
$225K Sell
2025
Q1
$234K Sell
2024
Q4
$335K Sell
2024
Q3
$297K Buy
2024
Q2
$247K Hold
2024
Q1
$209K Buy