Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$127K Buy
2025
Q2
$74.7K Sell
2025
Q1
$125K Sell
2024
Q4
$207K Sell
2024
Q3
$334K Sell
2024
Q2
$445K Sell
2024
Q1
$778K Sell
2023
Q4
$874K Buy