Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$368K Sell
2025
Q2
$379K Hold
2025
Q1
$429K Hold
2024
Q4
$506K Buy
2024
Q2
$749K Hold
2024
Q1
$647K Hold
2023
Q4
$644K Sell
2023
Q3
$550K Sell
2023
Q2
$784K Buy