Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$584K Buy
2025
Q2
$600K Buy
2025
Q1
$502K Sell
2024
Q4
$444K Sell
2024
Q3
$479K Buy
2024
Q2
$354K Hold
2024
Q1
$391K Sell
2023
Q4
$342K Sell
2023
Q3
$377K Buy