Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$157K Sell
2025
Q2
$174K Buy
2025
Q1
$147K Sell
2024
Q4
$134K Sell
2024
Q3
$120K Sell
2024
Q2
$123K Buy
2024
Q1
$113K Hold
2023
Q4
$113K Buy