Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$192K Sell
2025
Q2
$201K Hold
2025
Q1
$170K Sell
2024
Q4
$161K Hold
2024
Q3
$162K Buy
2024
Q2
$125K Buy
2024
Q1
$136K Buy
2023
Q4
$114K Buy