Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$560K Buy
2025
Q2
$389K Hold
2025
Q1
$285K Sell
2024
Q4
$368K Buy
2024
Q3
$320K Buy
2024
Q2
$317K Buy
2024
Q1
$202K Buy