Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$516K Buy
2025
Q2
$354K Sell
2025
Q1
$293K Sell
2024
Q4
$464K Hold
2024
Q3
$301K Hold
2024
Q2
$228K Sell
2024
Q1
$204K Hold
2023
Q4
$288K Sell
2023
Q3
$304K Hold
2023
Q2
$318K Hold
2023
Q1
$252K Buy