Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$236K Buy
2025
Q2
$222K Buy
2025
Q1
$211K Sell
2024
Q4
$234K Buy
2024
Q3
$212K Buy
2024
Q2
$168K Buy
2024
Q1
$166K Buy
2023
Q4
$26K Buy