Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$302K Sell
2025
Q2
$273K Sell
2025
Q1
$284K Buy
2024
Q4
$286K Sell
2024
Q3
$291K Sell
2024
Q2
$354K Sell
2024
Q1
$444K Buy