Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$405K Sell
2025
Q2
$394K Hold
2025
Q1
$293K Hold
2024
Q4
$370K Hold
2024
Q3
$381K Buy
2024
Q2
$318K Hold
2024
Q1
$263K Buy