Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$258K Buy
2025
Q2
$342K Buy
2025
Q1
$370K Buy
2024
Q4
$329K Buy
2024
Q3
$352K Sell
2024
Q2
$294K Hold
2024
Q1
$347K Hold
2023
Q4
$348K Sell
2023
Q3
$333K Buy