Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Sell
2025
Q2
$262K Hold
2025
Q1
$281K Hold
2024
Q4
$324K Hold
2024
Q3
$315K Sell
2024
Q2
$349K Hold
2024
Q1
$338K Hold
2023
Q4
$295K Buy