Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$216K Buy
2025
Q2
$142K Sell
2025
Q1
$208K Buy
2024
Q4
$105K Buy
2024
Q3
$102K Buy
2024
Q2
$112K Buy
2024
Q1
$104K Buy
2023
Q4
$76.1K Buy