Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$164K Hold
2025
Q2
$168K Sell
2025
Q1
$196K Sell
2024
Q4
$471K Buy
2024
Q3
$243K Sell
2024
Q2
$209K Hold
2024
Q1
$209K Buy
2023
Q4
$213K Buy