Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$874K Hold
2025
Q2
$756K Hold
2025
Q1
$562K Sell
2024
Q4
$1.42M Buy
2024
Q3
$731K Hold
2024
Q2
$850K Hold
2024
Q1
$704K Hold
2023
Q4
$472K Buy