Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$43K Sell
2025
Q1
$298K Buy
2024
Q4
$350 Sell
2024
Q3
$332K Sell
2024
Q2
$438K Sell
2024
Q1
$525K Sell
2023
Q4
$658K Sell
2023
Q3
$893K Buy