Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$365K Buy
2025
Q2
$262K Sell
2025
Q1
$331K Buy
2024
Q4
$255K Sell
2024
Q3
$395K Buy
2024
Q2
$304K Buy
2024
Q1
$222K Buy
2023
Q4
$92K Buy
2023
Q3
$59K Hold
2023
Q2
$59K Buy