Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$234K Hold
2025
Q2
$257K Hold
2025
Q1
$246K Sell
2024
Q4
$264K Hold
2024
Q3
$269K Hold
2024
Q2
$254K Hold
2024
Q1
$249K Hold
2023
Q4
$216K Buy