Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$359K Sell
2025
Q2
$398K Hold
2025
Q1
$395K Buy
2024
Q4
$431K Buy
2024
Q3
$499K Hold
2024
Q2
$536K Sell
2024
Q1
$507K Hold
2023
Q4
$600K Sell
2023
Q3
$554K Buy
2023
Q2
$496K Buy