Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$301K Hold
2025
Q2
$306K Hold
2025
Q1
$299K Sell
2024
Q4
$301K Sell
2024
Q3
$304K Sell
2024
Q2
$286K Buy
2024
Q1
$278K Sell
2023
Q4
$361K Hold
2023
Q3
$318K Buy