Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$419K Sell
2025
Q2
$549K Sell
2025
Q1
$537K Buy
2024
Q4
$428K Sell
2024
Q3
$453K Hold
2024
Q2
$410K Sell
2024
Q1
$490K Buy
2023
Q4
$406K Buy