Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$547K Buy
2025
Q2
$478K Hold
2025
Q1
$403K Sell
2024
Q4
$361K Sell
2024
Q3
$384K Buy
2024
Q2
$266K Buy
2024
Q1
$293K Sell
2023
Q4
$273K Buy