Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$146K Hold
2025
Q2
$149K Hold
2025
Q1
$132K Buy
2024
Q4
$126K Sell
2024
Q3
$116K Hold
2024
Q2
$104K Buy
2024
Q1
$106K Sell
2023
Q4
$108K Buy