Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$180K Sell
2025
Q2
$165K Buy
2025
Q1
$136K Buy
2024
Q4
$94.5K Sell
2024
Q3
$238K Sell
2024
Q2
$246K Buy
2024
Q1
$216K Hold
2023
Q4
$282K Buy