Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$518K Buy
2025
Q2
$496K Buy
2025
Q1
$464K Buy
2024
Q4
$431K Buy
2024
Q3
$486K Hold
2024
Q2
$443K Sell
2024
Q1
$494K Buy
2023
Q4
$322K Buy