Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$551K Buy
2025
Q2
$558K Buy
2025
Q1
$501K Buy
2024
Q4
$479K Sell
2024
Q3
$495K Hold
2024
Q2
$439K Buy
2024
Q1
$405K Buy
2023
Q4
$382K Sell
2023
Q3
$321K Buy
2023
Q2
$341K Buy
2023
Q1
$202K Buy