Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$339K Sell
2025
Q2
$364K Sell
2025
Q1
$350K Buy
2024
Q4
$299K Sell
2024
Q3
$301K Buy
2024
Q2
$281K Hold
2024
Q1
$296K Hold
2023
Q4
$248K Sell
2023
Q3
$267K Buy