Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$539K Sell
2025
Q2
$476K Buy
2025
Q1
$341K Sell
2024
Q4
$436K Hold
2024
Q3
$449K Buy
2024
Q2
$515K Hold
2024
Q1
$426K Hold
2023
Q4
$286K Buy
2023
Q3
$257K Hold
2023
Q2
$202K Buy