Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$271K Hold
2025
Q2
$289K Sell
2025
Q1
$279K Buy
2024
Q4
$246K Hold
2024
Q3
$231K Hold
2024
Q2
$201K Hold
2024
Q1
$230K Buy
2022
Q2
Sell
2022
Q1
$231K Buy