Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$367K Buy
2025
Q2
$381K Buy
2025
Q1
$288K Sell
2024
Q4
$257K Hold
2024
Q3
$258K Buy
2024
Q2
$201K Sell
2024
Q1
$231K Buy
2023
Q1
Sell
2022
Q4
$154K Buy