Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$159K Hold
2025
Q2
$157K Sell
2025
Q1
$293K Sell
2024
Q4
$302K Sell
2024
Q3
$231K Sell
2024
Q2
$237K Buy
2024
Q1
$261K Buy
2023
Q4
$196K Sell
2023
Q3
$221K Buy
2023
Q2
$148K Buy