Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$151K Hold
2025
Q2
$160K Hold
2025
Q1
$166K Sell
2024
Q4
$403K Buy
2024
Q3
$222K Buy
2024
Q2
Sell
2024
Q1
$236K Hold
2023
Q4
$231K Buy