Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$100K Sell
2025
Q2
$117K Sell
2025
Q1
$179K Sell
2024
Q4
$234K Sell
2024
Q3
$272K Sell
2024
Q2
$293K Sell
2024
Q1
$378K Hold
2023
Q4
$378K Buy