Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$544K Hold
2025
Q2
$544K Sell
2025
Q1
$666K Sell
2024
Q4
$835K Buy
2024
Q3
$450K Buy
2024
Q2
$443K Buy
2024
Q1
$281K Buy