Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$226K Sell
2025
Q2
$301K Hold
2025
Q1
$294K Hold
2024
Q4
$250K Hold
2024
Q3
$252K Hold
2024
Q2
$230K Hold
2024
Q1
$252K Buy