Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$417K Buy
2025
Q2
$310K Buy
2025
Q1
$227K Sell
2024
Q4
$290K Hold
2024
Q3
$255K Hold
2024
Q2
$255K Sell
2024
Q1
$220K Sell
2023
Q4
$195K Buy
2023
Q3
$133K Buy