Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$665K Hold
2025
Q2
$643K Hold
2025
Q1
$379K Hold
2024
Q4
$465K Hold
2024
Q3
$441K Hold
2024
Q2
$374K Sell
2024
Q1
$430K Buy