Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$116K Sell
2025
Q2
$134K Hold
2025
Q1
$137K Sell
2024
Q4
$171K Sell
2024
Q3
$191K Sell
2024
Q2
$205K Sell
2024
Q1
$217K Hold
2023
Q4
$217K Sell
2023
Q3
$369K Sell
2023
Q2
$499K Sell
2023
Q1
$609K Sell
2022
Q4
$570K Buy
2022
Q3
$549K Buy