Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$458K Sell
2025
Q2
$454K Sell
2025
Q1
$556K Buy
2024
Q4
$460K Sell
2024
Q3
$603K Sell
2024
Q2
$647K Sell
2024
Q1
$576K Hold
2023
Q4
$576K Buy