Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$792K Hold
2025
Q2
$565K Hold
2025
Q1
$461K Buy
2024
Q4
$717K Buy
2024
Q3
$463K Sell
2024
Q2
$353K Buy
2024
Q1
$313K Sell
2023
Q4
$562K Buy