Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$266K Hold
2025
Q2
$297K Hold
2025
Q1
$361K Sell
2024
Q4
$375K Sell
2024
Q3
$351K Sell
2024
Q2
$322K Buy
2024
Q1
$309K Sell
2023
Q4
$284K Hold
2023
Q3
$256K Buy