Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$311K Sell
2025
Q2
$403K Hold
2025
Q1
$342K Buy
2024
Q4
$269K Hold
2024
Q3
$234K Hold
2024
Q2
$248K Hold
2024
Q1
$248K Hold
2023
Q4
$211K Buy