Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$408K Hold
2025
Q2
$339K Hold
2025
Q1
$257K Hold
2024
Q4
$238K Hold
2024
Q3
$293K Hold
2024
Q2
$312K Hold
2024
Q1
$264K Buy
2023
Q4
$217K Sell
2023
Q3
$203K Buy