Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$470K Hold
2025
Q2
$502K Hold
2025
Q1
$479K Sell
2024
Q4
$473K Buy
2024
Q3
$455K Sell
2024
Q2
$438K Buy
2024
Q1
$367K Buy
2023
Q4
$330K Buy