Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$502K Buy
2025
Q2
$445K Buy
2025
Q1
$443K Sell
2024
Q4
$405K Buy
2024
Q3
$395K Buy
2024
Q2
$368K Buy
2024
Q1
$404K Hold
2023
Q4
$349K Sell
2023
Q3
$349K Buy