Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$43K Sell
2025
Q1
$300K Sell
2024
Q4
$393K Buy
2024
Q3
$306K Hold
2024
Q2
$284K Hold
2024
Q1
$166K Hold
2023
Q4
$247K Buy