Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$276K Hold
2025
Q2
$261K Hold
2025
Q1
$252K Hold
2024
Q4
$264K Sell
2024
Q3
$292K Hold
2024
Q2
$249K Sell
2024
Q1
$247K Sell
2023
Q4
$244K Buy