Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$243K Sell
2025
Q2
$210K Sell
2025
Q1
$600K Buy
2024
Q4
$757K Hold
2024
Q3
$779K Sell
2024
Q2
$907K Buy
2024
Q1
$615K Buy
2023
Q4
$292K Buy
2023
Q3
$221K Buy