Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$226K Buy
2025
Q2
$218K Buy
2025
Q1
$231K Sell
2024
Q4
$190K Buy
2024
Q3
$188K Hold
2024
Q2
$173K Hold
2024
Q1
$188K Hold
2023
Q4
$179K Buy
2023
Q3
$189K Buy
2023
Q2
$203K Buy