Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$215K Buy
2025
Q2
$188K Sell
2025
Q1
$195K Sell
2024
Q4
$190K Sell
2024
Q3
$240K Sell
2024
Q2
$225K Buy
2024
Q1
$229K Buy
2023
Q4
$148K Hold
2023
Q3
$148K Buy
2023
Q2
$115K Buy