Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$344K Buy
2025
Q2
$220K Sell
2025
Q1
$239K Sell
2024
Q4
$316K Buy
2024
Q3
$394K Sell
2024
Q2
$673K Buy
2024
Q1
$892 Hold
2023
Q4
$883 Buy