Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Hold
2025
Q2
$304K Hold
2025
Q1
$315K Sell
2024
Q4
$353K Hold
2024
Q3
$428K Hold
2024
Q2
$385K Hold
2024
Q1
$384K Sell
2023
Q4
$364K Buy