Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$246K Hold
2025
Q2
$326K Hold
2025
Q1
$356K Buy
2024
Q4
$294K Sell
2024
Q3
$374K Sell
2024
Q2
$386K Buy
2024
Q1
$348K Buy