Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$213K Buy
2025
Q2
$202K Buy
2025
Q1
$158K Buy
2024
Q4
$139K Sell
2024
Q3
$160K Sell
2024
Q2
$216K Hold
2024
Q1
$216K Buy