Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$316K Hold
2025
Q2
$328K Sell
2025
Q1
$385K Sell
2024
Q4
$366K Buy
2024
Q3
$297K Sell
2024
Q2
$269K Hold
2024
Q1
$227K Sell
2023
Q4
$227K Sell
2023
Q3
$261K Buy
2023
Q2
$251K Buy