Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$208K Sell
2025
Q2
$362K Sell
2025
Q1
$343K Sell
2024
Q4
$310K Sell
2024
Q3
$374K Sell
2024
Q2
$355K Sell
2024
Q1
$379K Sell
2023
Q4
$375K Buy