Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$189K Sell
2025
Q2
$166K Hold
2025
Q1
$166K Sell
2024
Q4
$191K Sell
2024
Q3
$176K Buy
2024
Q2
$162K Hold
2024
Q1
$158K Sell
2023
Q4
$183K Buy
2023
Q3
Sell
2023
Q2
$157K Buy
2023
Q1
$120K Buy