Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$351K Hold
2025
Q2
$367K Hold
2025
Q1
$310K Hold
2024
Q4
$274K Sell
2024
Q3
$282K Hold
2024
Q2
$221K Hold
2024
Q1
$243K Hold
2023
Q4
$209K Buy