Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$201K Buy
2025
Q2
Sell
2025
Q1
$249K Sell
2024
Q4
$316K Sell
2024
Q3
$447K Buy
2024
Q2
$411K Buy
2024
Q1
$407K Buy
2023
Q4
$301K Sell
2023
Q3
$240K Hold
2023
Q2
$297K Buy