Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$400K Hold
2025
Q2
$322K Buy
2025
Q1
$316K Hold
2024
Q4
$356K Sell
2024
Q3
$355K Hold
2024
Q2
$320K Hold
2024
Q1
$261K Buy
2023
Q4
$276K Sell
2023
Q3
$265K Buy