Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$117K Hold
2025
Q2
$114K Hold
2025
Q1
$140K Sell
2024
Q4
$284K Hold
2024
Q3
$290K Hold
2024
Q2
$239K Hold
2024
Q1
$268K Buy