Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$307K Buy
2025
Q1
$343K Sell
2024
Q4
$390K Hold
2024
Q3
$445K Buy
2024
Q2
$485K Sell
2024
Q1
$579K Sell
2023
Q4
$496K Hold
2023
Q3
$468K Buy
2023
Q2
$500K Buy