Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$252K Sell
2025
Q2
$211K Sell
2025
Q1
$233K Sell
2024
Q4
$408K Sell
2024
Q3
$383K Sell
2024
Q2
$320K Hold
2024
Q1
$323K Sell
2023
Q4
$284K Hold
2023
Q3
$219K Sell
2023
Q2
$243K Hold
2023
Q1
$248K Sell
2022
Q4
$205K Buy