Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Sell
2025
Q2
$219K Buy
2025
Q1
$195K Hold
2024
Q4
$171K Sell
2024
Q3
$391K Sell
2024
Q2
$371K Sell
2024
Q1
$424K Sell
2023
Q4
$369K Sell
2023
Q3
$431K Buy