Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$515K Buy
2025
Q1
$626K Buy
2024
Q4
$616K Hold
2024
Q3
$559K Hold
2024
Q2
$500K Hold
2024
Q1
$492K Hold
2023
Q4
$431K Sell
2023
Q3
$400K Buy