Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$125K Sell
2025
Q2
$128K Sell
2025
Q1
$768K Buy
2024
Q4
$777 Sell
2024
Q3
$737K Hold
2024
Q2
$608K Sell
2024
Q1
$776K Sell
2023
Q4
$730K Sell
2023
Q3
$621K Buy