Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$363K Hold
2025
Q2
$351K Sell
2025
Q1
$312K Hold
2024
Q4
$292K Sell
2024
Q3
$300K Sell
2024
Q2
$300K Buy
2024
Q1
$265K Sell
2023
Q4
$232K Buy