Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$241K Hold
2025
Q1
$217K Hold
2024
Q4
$231K Hold
2024
Q3
$219K Buy
2024
Q2
$213K Hold
2024
Q1
$229K Hold
2023
Q4
$240K Sell
2023
Q3
$207K Sell
2023
Q2
$253K Sell
2023
Q1
$287K Buy