Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$114K Sell
2025
Q2
$431K Hold
2025
Q1
$285K Sell
2024
Q4
$410K Sell
2024
Q3
$483K Buy
2024
Q2
$491K Buy
2024
Q1
$36K Hold
2023
Q4
$21K Hold
2023
Q3
$15K Buy