Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$392K Hold
2025
Q2
$374K Buy
2025
Q1
$285K Sell
2024
Q4
$348K Buy
2024
Q3
$341K Hold
2024
Q2
$322K Buy
2024
Q1
$321K Hold
2023
Q4
$247K Buy
2023
Q3
$214K Buy