Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$26.6K Sell
2025
Q2
$349K Sell
2025
Q1
$404K Sell
2024
Q4
$491K Sell
2024
Q3
$546K Buy
2024
Q2
$422K Sell
2024
Q1
$530K Buy
2023
Q4
$491K Sell
2023
Q3
$488K Buy