Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$690K Sell
2025
Q2
$441K Buy
2025
Q1
$510K Hold
2024
Q4
$327K Hold
2024
Q3
$409K Hold
2024
Q2
$278K Hold
2024
Q1
$279K Buy
2023
Q4
Sell
2023
Q3
$203K Buy