Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Hold
2025
Q2
$388K Hold
2025
Q1
$328K Sell
2024
Q4
$593K Buy
2024
Q3
$306K Hold
2024
Q2
$281K Hold
2024
Q1
$300K Hold
2023
Q4
$249K Buy