Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Sell
2025
Q2
$273K Sell
2025
Q1
$301K Sell
2024
Q4
$333K Buy
2024
Q3
$339K Sell
2024
Q2
$383K Hold
2024
Q1
$361K Sell
2023
Q4
$360K Sell
2023
Q3
$352K Buy
2023
Q2
$347K Sell
2023
Q1
$364K Buy