Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$291K Sell
2025
Q2
$334K Hold
2025
Q1
$281K Hold
2024
Q4
$249K Hold
2024
Q3
$250K Hold
2024
Q2
$196K Hold
2024
Q1
$216K Hold
2023
Q4
$185K Buy