Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$213K Sell
2025
Q2
$101K Buy
2025
Q1
Sell
2024
Q4
$111K Sell
2024
Q3
$217K Hold
2024
Q2
$143K Sell
2024
Q1
$159K Buy
2023
Q4
$236K Buy
2023
Q3
$151K Buy