Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$232K Sell
2025
Q2
$360K Sell
2025
Q1
$269K Sell
2024
Q4
$444K Sell
2024
Q3
$623K Sell
2024
Q2
$846K Buy
2024
Q1
$187K Buy
2023
Q4
$4.67K Buy