Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$467K Hold
2025
Q2
$388K Hold
2025
Q1
$294K Hold
2024
Q4
$273K Hold
2024
Q3
$335K Sell
2024
Q2
$361K Hold
2024
Q1
$306K Sell
2023
Q4
$255K Hold
2023
Q3
$201K Hold
2023
Q2
$213K Buy