Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$720K Hold
2025
Q2
$752K Buy
2025
Q1
$622K Sell
2024
Q4
$633K Hold
2024
Q3
$637K Buy
2024
Q2
$343K Hold
2024
Q1
$378K Buy
2023
Q4
$222K Sell
2023
Q3
$248K Buy