Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$295K Hold
2025
Q1
$216K Buy
2024
Q4
$251K Hold
2024
Q3
$221K Hold
2024
Q2
$221K Sell
2024
Q1
$228K Buy
2021
Q2
Sell
2021
Q1
$232K Buy