Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$322K Buy
2025
Q2
$285K Sell
2025
Q1
$254K Hold
2024
Q4
$292K Sell
2024
Q3
$286K Hold
2024
Q2
$224K Hold
2024
Q1
$250K Hold
2023
Q4
$213K Buy