Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$355K Buy
2025
Q2
$276K Hold
2025
Q1
$228K Buy
2024
Q4
$237K Sell
2024
Q3
$309K Buy
2024
Q2
$377K Hold
2024
Q1
$358K Sell
2023
Q4
$317K Buy