Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$340K Hold
2025
Q2
$367K Hold
2025
Q1
$355K Hold
2024
Q4
$365K Hold
2024
Q3
$324K Hold
2024
Q2
$288K Sell
2024
Q1
$348K Hold
2023
Q4
$273K Buy
2023
Q3
$214K Hold
2023
Q2
$203K Buy