Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$245K Buy
2025
Q2
$230K Hold
2025
Q1
$224K Buy
2024
Q2
Sell
2024
Q1
$212K Sell
2023
Q4
$215K Buy
2023
Q3
Sell
2023
Q2
$213K Buy