Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$673K Buy
2025
Q2
$446K Buy
2025
Q1
$324K Buy
2024
Q4
$455K Hold
2024
Q3
$295K Buy
2024
Q1
Sell
2023
Q4
$217K Sell
2023
Q3
$232K Hold
2023
Q2
$243K Buy