Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$794K Buy
2025
Q2
$382K Hold
2025
Q1
$290K Sell
2024
Q4
$357K Hold
2024
Q3
$439K Hold
2024
Q2
$467K Buy
2024
Q1
$386K Buy