Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$353K Hold
2025
Q2
$362K Hold
2025
Q1
$378K Hold
2024
Q4
$346K Hold
2024
Q3
$361K Hold
2024
Q2
$319K Sell
2024
Q1
$333K Sell
2023
Q4
$313K Buy