Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$478K Hold
2025
Q2
$372K Hold
2025
Q1
$238K Hold
2024
Q4
$283K Hold
2024
Q3
$290K Hold
2024
Q2
$240K Hold
2024
Q1
$214K Buy
2023
Q3
Sell
2023
Q2
$216K Buy