Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$255K Buy
2025
Q2
$273K Buy
2025
Q1
$288K Sell
2024
Q4
$314K Sell
2024
Q3
$419K Buy
2024
Q2
$527K Hold
2024
Q1
$589K Hold
2023
Q4
$510K Sell
2023
Q3
$547K Hold
2023
Q2
$465K Sell
2023
Q1
$992K Buy