Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$262K Sell
2025
Q2
$375K Hold
2025
Q1
$420K Hold
2024
Q4
$378K Hold
2024
Q3
$364K Sell
2024
Q2
$325K Hold
2024
Q1
$369K Buy