Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$290K Buy
2024
Q2
Sell
2024
Q1
$200K Buy
2023
Q4
Sell
2023
Q3
$268K Hold
2023
Q2
$243K Hold
2023
Q1
$258K Hold
2022
Q4
$237K Hold
2022
Q3
$207K Buy