Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$316K Buy
2025
Q2
$260K Buy
2024
Q4
Sell
2024
Q3
$225K Sell
2024
Q2
$307K Hold
2024
Q1
$291K Hold
2023
Q4
$227K Buy
2023
Q3
Sell
2023
Q2
$217K Hold
2023
Q1
$204K Buy