Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$76.9K Sell
2025
Q1
$405K Hold
2024
Q4
$379K Sell
2024
Q3
$485K Buy
2024
Q1
Sell
2023
Q4
$683K Sell
2023
Q3
$672K Buy
2023
Q2
$689K Buy