Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$200K Buy
2025
Q2
$157K Buy
2025
Q1
$137K Hold
2024
Q4
$143K Hold
2024
Q3
$115K Buy
2024
Q2
$36.6K Hold
2024
Q1
$32.4K Buy