Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$226K Sell
2025
Q2
$258K Buy
2025
Q1
$225K Buy
2024
Q4
$351K Buy
2024
Q3
$294K Sell
2024
Q2
$476K Buy
2024
Q1
$309K Hold
2023
Q4
$476K Hold
2023
Q3
$237K Hold
2023
Q2
$362K Buy