Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$316K Hold
2025
Q2
$409K Sell
2025
Q1
$340K Buy
2024
Q4
$287K Sell
2024
Q3
$2.43M Buy
2024
Q2
$364K Buy
2024
Q1
$324K Buy