Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$253K Hold
2025
Q2
$260K Buy
2025
Q1
$190K Sell
2024
Q4
$159K Buy
2024
Q3
$148K Buy
2024
Q2
$124K Hold
2024
Q1
$114K Sell
2023
Q4
$112K Buy