Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$358K Hold
2025
Q1
$273K Buy
2024
Q4
$331K Sell
2024
Q3
$332K Hold
2024
Q2
$314K Hold
2024
Q1
$314K Hold
2023
Q4
$242K Hold
2023
Q3
$214K Hold
2023
Q2
$202K Buy