Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$667K Buy
2025
Q2
$303K Hold
2025
Q1
$297K Hold
2024
Q4
$335K Hold
2024
Q3
$402K Hold
2024
Q2
$311K Hold
2024
Q1
$332K Sell
2023
Q4
$301K Buy