Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$150K Buy
2025
Q2
$123K Sell
2025
Q1
$187K Sell
2024
Q4
$183K Sell
2024
Q3
$199K Sell
2024
Q2
$197K Sell
2024
Q1
$166K Hold
2023
Q4
$166K Buy