Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$353K Buy
2025
Q2
$320K Sell
2025
Q1
$286K Sell
2024
Q4
$346K Sell
2024
Q3
$436K Sell
2024
Q2
$507K Sell
2024
Q1
$498K Sell
2023
Q4
$485K Buy