Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$284K Buy
2025
Q2
$267K Sell
2025
Q1
$299K Hold
2024
Q4
$240K Sell
2024
Q3
$239K Hold
2024
Q2
$208K Hold
2024
Q1
$191K Hold
2023
Q4
$182K Buy