Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$461K Hold
2025
Q2
$425K Hold
2025
Q1
$496K Sell
2024
Q4
$945K Buy
2024
Q3
$450K Sell
2024
Q2
$574K Hold
2024
Q1
$578K Buy
2023
Q4
$486K Buy