Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$666K Buy
2025
Q2
$474K Buy
2025
Q1
$346K Sell
2024
Q4
$640K Buy
2024
Q3
$349K Hold
2024
Q2
$264K Hold
2024
Q1
$235K Sell
2023
Q4
$404K Buy
2023
Q3
$399K Sell
2023
Q2
$441K Buy
2023
Q1
$336K Buy