Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$289K Hold
2025
Q2
$273K Hold
2025
Q1
$309K Hold
2024
Q4
$343K Sell
2024
Q3
$413K Sell
2024
Q2
$455K Buy
2024
Q1
$480K Hold
2023
Q4
$397K Buy
2023
Q3
$362K Buy
2023
Q2
$402K Buy