Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$652K Sell
2025
Q2
$628K Buy
2025
Q1
$322K Buy
2024
Q4
$547K Buy
2024
Q3
$105K Hold
2024
Q2
$84.4K Hold
2024
Q1
$120K Hold
2023
Q4
$149K Buy