Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$163K Hold
2025
Q2
$153K Hold
2025
Q1
$138K Buy
2024
Q4
Sell
2024
Q3
$122K Sell
2024
Q2
$149K Hold
2024
Q1
$122K Sell
2023
Q4
$264K Hold
2023
Q3
$273K Hold
2023
Q2
$187K Sell
2023
Q1
$174K Buy