Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$275K Hold
2025
Q2
$355K Hold
2025
Q1
$406K Sell
2024
Q4
$575K Sell
2024
Q3
$642K Hold
2024
Q2
$504K Hold
2024
Q1
$595K Hold
2023
Q4
$597K Hold
2023
Q3
$557K Buy