Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$490K Sell
2025
Q2
$571K Sell
2025
Q1
$522K Buy
2024
Q4
$418K Hold
2024
Q3
$420K Buy
2024
Q2
$326K Sell
2024
Q1
$370K Buy
2023
Q4
$300K Buy