Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$596K Hold
2025
Q2
$545K Sell
2025
Q1
$608K Buy
2024
Q4
$180K Buy
2024
Q3
$207K Buy
2024
Q2
$162K Buy
2024
Q1
$165K Buy
2023
Q4
$136K Sell
2023
Q3
$109K Buy
2023
Q2
$16K Buy