Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$338K Hold
2025
Q2
$323K Hold
2025
Q1
$226K Hold
2024
Q4
$308K Hold
2024
Q3
$301K Sell
2024
Q2
$316K Hold
2024
Q1
$298K Hold
2023
Q4
$229K Hold
2023
Q3
$203K Buy