Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$285K Buy
2025
Q2
$278K Buy
2025
Q1
$252K Buy
2024
Q4
$224K Sell
2024
Q3
$267K Buy
2024
Q2
$243K Sell
2024
Q1
$271K Sell
2023
Q4
$241K Hold
2023
Q3
$218K Hold
2023
Q2
$223K Buy