Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$578K Buy
2025
Q2
$575K Sell
2025
Q1
$528K Hold
2024
Q4
$467K Sell
2024
Q3
$472K Buy
2024
Q2
$368K Hold
2024
Q1
$406K Buy