Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$983K Buy
2025
Q2
$709K Hold
2025
Q1
$816K Hold
2024
Q4
$897K Buy
2024
Q3
$1.31K Buy
2024
Q2
Sell
2024
Q1
$58.4K Buy