Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$253K Buy
2025
Q2
Sell
2025
Q1
$212K Hold
2024
Q4
$319K Hold
2024
Q3
$292K Hold
2024
Q2
$236K Hold
2024
Q1
$239K Hold
2023
Q4
$200K Buy