Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$425K Buy
2025
Q2
$366K Sell
2025
Q1
$450K Sell
2024
Q4
$428K Hold
2024
Q3
$425K Hold
2024
Q2
$360K Sell
2024
Q1
$474K Hold
2023
Q4
$409K Buy