Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$652K Hold
2025
Q2
$645K Hold
2025
Q1
$719K Sell
2024
Q4
$1.22M Buy
2024
Q3
$752K Hold
2024
Q2
$729K Hold
2024
Q1
$664K Hold
2023
Q4
$672K Buy