Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$242K Sell
2025
Q2
$532K Buy
2025
Q1
$433K Sell
2024
Q4
$531K Hold
2024
Q3
$621K Buy
2024
Q2
$369K Hold
2024
Q1
$460K Sell
2023
Q4
$556K Sell
2023
Q3
$523K Buy