Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$312K Hold
2025
Q2
$343K Sell
2025
Q1
$330K Sell
2024
Q4
$367K Buy
2024
Q3
$364K Hold
2024
Q2
$342K Sell
2024
Q1
$337K Hold
2023
Q4
$292K Buy