Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$377K Sell
2025
Q2
$375K Hold
2025
Q1
$372K Sell
2024
Q4
$339K Hold
2024
Q3
$386K Hold
2024
Q2
$355K Buy
2024
Q1
$373K Sell
2023
Q4
$337K Buy