Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$330K Sell
2025
Q2
$253K Sell
2025
Q1
$242K Buy
2024
Q4
$222K Hold
2024
Q3
$273K Buy
2024
Q2
$289K Sell
2024
Q1
$286K Buy
2023
Q4
Sell
2023
Q3
$206K Buy