Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$312K Sell
2025
Q2
$353K Hold
2025
Q1
$244K Sell
2024
Q4
$348K Sell
2024
Q3
$353K Sell
2024
Q2
$323K Sell
2024
Q1
$347K Buy