Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$276K Sell
2025
Q2
$287K Buy
2025
Q1
Sell
2024
Q4
$209K Sell
2024
Q3
$256K Buy
2024
Q2
$250K Sell
2024
Q1
$374K Sell
2023
Q4
$401K Sell
2023
Q3
$393K Sell
2023
Q2
$389K Buy