Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$180K Hold
2025
Q2
$120K Buy
2025
Q1
$119K Hold
2024
Q4
$105K Hold
2024
Q3
$123K Buy
2024
Q2
Sell
2024
Q1
$103K Sell
2023
Q4
$304K Hold
2023
Q3
$215K Sell
2023
Q2
$209K Sell
2023
Q1
$272K Buy
2022
Q4
$155K Buy