Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$874K Buy
2025
Q2
$880K Sell
2025
Q1
$750K Hold
2024
Q4
$663K Buy
2024
Q3
$38.9K Hold
2024
Q2
$30.4K Buy
2024
Q1
$27.9K Buy