Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$306K Hold
2025
Q2
$328K Buy
2025
Q1
$310K Sell
2024
Q4
$302K Buy
2024
Q3
$289K Hold
2024
Q2
$277K Sell
2024
Q1
$261K Hold
2023
Q4
$235K Buy