Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$124K Sell
2025
Q2
$129K Buy
2025
Q1
$153K Hold
2024
Q4
$166K Hold
2024
Q3
$224K Hold
2024
Q2
$226K Sell
2024
Q1
$257K Buy