Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Hold
2025
Q2
$203K Sell
2025
Q1
$247K Buy
2024
Q4
Sell
2024
Q3
$483K Sell
2024
Q2
$479K Sell
2024
Q1
$431K Buy