Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$377K Sell
2025
Q2
$709K Buy
2025
Q1
$539K Buy
2024
Q4
$234K Sell
2024
Q3
$227K Buy
2024
Q2
$195K Hold
2024
Q1
$181K Hold
2023
Q4
$172K Hold
2023
Q3
$154K Sell
2023
Q2
$170K Buy