Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$212K Buy
2025
Q2
Sell
2025
Q1
$279K Hold
2024
Q4
$329K Hold
2024
Q3
$361K Hold
2024
Q2
$353K Hold
2024
Q1
$304K Hold
2023
Q4
$303K Buy