Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$389K Hold
2025
Q2
$395K Hold
2025
Q1
$387K Buy
2024
Q4
$335K Sell
2024
Q3
$443K Sell
2024
Q2
$417K Buy
2024
Q1
$367K Buy