Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$346K Hold
2025
Q2
$318K Hold
2025
Q1
$315K Buy
2024
Q4
$291K Hold
2024
Q3
$297K Hold
2024
Q2
$271K Hold
2024
Q1
$308K Sell
2023
Q4
$351K Sell
2023
Q3
$333K Buy