Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$314K Buy
2025
Q2
$246K Buy
2025
Q1
$227K Buy
2024
Q4
$210 Sell
2024
Q3
$186K Hold
2024
Q2
$167K Hold
2024
Q1
$164K Hold
2023
Q4
$144K Sell
2023
Q3
$177K Buy