Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$311K Buy
2025
Q2
$347K Sell
2025
Q1
$267K Hold
2024
Q4
$308K Sell
2024
Q3
$415K Hold
2024
Q2
$474K Buy
2024
Q1
$312K Buy
2023
Q4
$156K Buy
2023
Q3
$4.28K Buy