Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$237K Hold
2025
Q2
$259K Sell
2025
Q1
$242K Buy
2024
Q4
$250K Sell
2024
Q3
$255K Sell
2024
Q2
$312K Buy
2024
Q1
$251K Sell
2023
Q4
$222K Buy