Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$481K Buy
2025
Q2
$365K Sell
2025
Q1
$607K Hold
2024
Q4
$607K Buy
2024
Q3
$555K Buy
2024
Q2
$444K Buy
2024
Q1
$232K Buy
2023
Q4
$135K Buy