Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$136K Sell
2025
Q2
$141K Buy
2025
Q1
$147K Buy
2024
Q4
Sell
2024
Q3
$195K Sell
2024
Q2
$230K Sell
2024
Q1
$927K Sell
2023
Q4
$918K Sell
2023
Q3
$1.24M Buy