Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$311K Hold
2025
Q2
$358K Sell
2025
Q1
$282K Sell
2024
Q4
$295K Sell
2024
Q3
$295K Buy
2024
Q2
$309K Hold
2024
Q1
$306K Hold
2023
Q4
$294K Buy