Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$181K Hold
2025
Q2
$155K Buy
2024
Q1
Sell
2023
Q4
$125K Hold
2023
Q3
$121K Hold
2023
Q2
$122K Hold
2023
Q1
$105K Buy