Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Hold
2025
Q2
$322K Sell
2025
Q1
$272K Sell
2024
Q4
$376K Sell
2024
Q3
$418K Hold
2024
Q2
$418K Hold
2024
Q1
$327K Hold
2023
Q4
$250K Buy