Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$246K Hold
2025
Q2
$201K Hold
2025
Q1
$183K Hold
2024
Q4
$168K Hold
2024
Q3
$176K Hold
2024
Q2
$145K Sell
2024
Q1
$2.97M Buy