Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$311K Hold
2025
Q2
$342K Sell
2025
Q1
$332K Hold
2024
Q4
$355K Hold
2024
Q3
$362K Hold
2024
Q2
$341K Hold
2024
Q1
$335K Hold
2023
Q4
$291K Buy