Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$246K Hold
2025
Q2
$246K Hold
2025
Q1
$275K Hold
2024
Q4
$247K Sell
2024
Q3
$341K Sell
2024
Q2
$290K Sell
2024
Q1
$395K Hold
2023
Q4
$376K Buy