Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$360K Sell
2025
Q2
$400K Hold
2025
Q1
$386K Buy
2024
Q4
$300K Hold
2024
Q3
$318K Hold
2024
Q2
$238K Sell
2024
Q1
$232K Buy
2023
Q4
$208K Buy