Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$209K Sell
2025
Q1
$254K Sell
2024
Q4
$234K Buy
2024
Q3
$215K Sell
2024
Q2
$245K Sell
2024
Q1
$250K Sell
2023
Q4
$288K Buy
2023
Q3
$221K Buy