Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$498K Buy
2025
Q2
$487K Sell
2025
Q1
$472K Buy
2024
Q4
$413K Hold
2024
Q3
$437K Hold
2024
Q2
$327K Sell
2024
Q1
$339K Hold
2023
Q4
$350K Buy
2023
Q3
$281K Hold
2023
Q2
$300K Hold
2023
Q1
$315K Buy