Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$260K Buy
2025
Q2
$303K Hold
2025
Q1
$347K Sell
2024
Q4
$314K Sell
2024
Q3
$343K Sell
2024
Q2
$274K Buy
2024
Q1
$318K Sell
2023
Q4
$325K Sell
2023
Q3
$335K Buy