Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$395K Hold
2025
Q2
$386K Buy
2025
Q1
$313K Buy
2024
Q4
$94K Sell
2024
Q3
$155K Hold
2024
Q2
$115K Sell
2024
Q1
$360K Buy
2023
Q4
$267K Buy
2023
Q3
$229K Sell
2023
Q2
$197K Sell
2023
Q1
$182K Buy