Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$225K Sell
2025
Q2
$369K Buy
2025
Q1
$348K Sell
2024
Q4
$507K Sell
2024
Q3
$687K Sell
2024
Q2
$562K Hold
2024
Q1
$599K Sell
2023
Q4
$588K Sell
2023
Q3
$602K Buy