Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$451K Buy
2025
Q2
$371K Buy
2025
Q1
$285K Hold
2024
Q4
$298K Hold
2024
Q3
$358K Sell
2024
Q2
$451K Sell
2024
Q1
$429K Buy
2023
Q4
$333K Buy
2023
Q3
$20.6K Buy