Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Sell
2025
Q2
$264K Sell
2025
Q1
$375K Hold
2024
Q4
$343K Buy
2024
Q3
$262K Hold
2024
Q2
$232K Hold
2024
Q1
$235K Sell
2023
Q4
$207K Buy
2023
Q3
$2.08K Buy