Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$154K Sell
2025
Q2
$402K Sell
2025
Q1
$343K Hold
2024
Q4
$453K Buy
2024
Q3
$403K Buy
2024
Q2
$495K Sell
2024
Q1
$403K Sell
2023
Q4
$341K Sell
2023
Q3
$343K Sell
2023
Q2
$583K Buy