Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$306K Hold
2025
Q2
$234K Hold
2025
Q1
$224K Sell
2024
Q4
$257K Sell
2024
Q3
$733K Hold
2024
Q2
$593K Hold
2024
Q1
$682K Sell
2023
Q4
$612K Buy