Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$325K Hold
2025
Q2
$269K Sell
2025
Q1
$272K Buy
2024
Q4
$216K Buy
2024
Q3
$211K Buy
2024
Q2
$223K Hold
2024
Q1
$212K Buy