Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$212K Buy
2025
Q1
Sell
2024
Q4
$552K Buy
2024
Q3
Sell
2024
Q2
$290K Hold
2024
Q1
$312K Hold
2023
Q4
$388K Hold
2023
Q3
$299K Hold
2023
Q2
$325K Hold
2023
Q1
$341K Buy