Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$420K Buy
2025
Q2
$405K Sell
2025
Q1
$397K Sell
2024
Q4
$422K Buy
2024
Q3
$262K Sell
2024
Q2
$299K Buy
2024
Q1
$271K Hold
2023
Q4
$215K Sell
2023
Q3
$201K Buy