Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$300K Hold
2025
Q2
$270K Hold
2025
Q1
$305K Hold
2024
Q4
$360K Hold
2024
Q3
$395K Hold
2024
Q2
$386K Hold
2024
Q1
$333K Sell
2023
Q4
$332K Buy
2023
Q3
$283K Hold
2023
Q2
$339K Hold
2023
Q1
$324K Buy