Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$424K Hold
2025
Q2
$485K Buy
2025
Q1
$214K Hold
2024
Q4
$247K Sell
2024
Q3
$522K Hold
2024
Q2
$597K Hold
2024
Q1
$456K Sell
2023
Q4
$511K Buy