Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$132K Hold
2025
Q2
$152K Hold
2025
Q1
$119K Hold
2024
Q4
$121K Hold
2024
Q3
$120K Hold
2024
Q2
$127K Sell
2024
Q1
$418K Buy
2023
Q4
$404K Sell
2023
Q3
$709K Sell
2023
Q2
$696K Buy
2023
Q1
$370K Buy