Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$347K Buy
2025
Q2
$220K Sell
2025
Q1
$190K Hold
2024
Q4
$198K Hold
2024
Q3
$238K Hold
2024
Q2
$293K Sell
2024
Q1
$302K Sell
2023
Q4
$306K Buy
2023
Q3
$229K Buy