Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$428K Hold
2025
Q3
$425K Sell
2025
Q2
$916K Buy
2025
Q1
$677K Hold
2024
Q4
$703K Buy
2024
Q3
$558K Hold
2024
Q2
$668K Hold
2024
Q1
$708K Hold
2023
Q4
$957K Hold
2023
Q3
$703K Buy