Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$183K Buy
2025
Q2
$67K Sell
2025
Q1
$98K Sell
2024
Q4
$121K Sell
2024
Q3
$190K Sell
2024
Q2
$136K Buy
2024
Q1
$66.1K Sell
2023
Q4
$221K Buy
2023
Q3
$143K Buy
2023
Q2
$127K Buy