Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$451K Buy
2025
Q2
$324K Buy
2025
Q1
Sell
2024
Q4
$331K Hold
2024
Q3
$339K Buy
2023
Q3
Sell
2023
Q2
$287K Buy
2023
Q1
$223K Buy