Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$313K Hold
2025
Q2
$298K Hold
2025
Q1
$227K Sell
2024
Q4
$353K Sell
2024
Q3
$385K Buy
2024
Q2
$344K Sell
2024
Q1
$363K Sell
2023
Q4
$292K Sell
2023
Q3
$268K Sell
2023
Q2
$273K Sell
2023
Q1
$237K Buy