Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$489K Buy
2025
Q2
$376K Hold
2025
Q1
$317K Sell
2024
Q4
$470K Sell
2024
Q3
$480K Hold
2024
Q2
$375K Buy
2024
Q1
$339K Buy