Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$172K Hold
2025
Q2
$180K Hold
2025
Q1
$152K Hold
2024
Q4
$134K Hold
2024
Q3
$135K Hold
2024
Q2
$106K Hold
2024
Q1
$117K Buy
2023
Q4
Sell
2023
Q3
$359K Sell
2023
Q2
$550K Sell
2023
Q1
$1M Buy