Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$612K Buy
2025
Q2
$538K Buy
2025
Q1
$302K Sell
2024
Q4
$373K Hold
2024
Q3
$432K Sell
2024
Q2
$535K Buy
2024
Q1
$83.6K Sell
2023
Q4
$341K Buy
2023
Q3
$136K Buy