Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$578K Hold
2025
Q2
$581K Buy
2025
Q1
Sell
2024
Q4
$422K Hold
2024
Q3
$352K Sell
2024
Q2
$322K Sell
2024
Q1
$486K Buy