Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$568K Hold
2025
Q2
$464K Sell
2025
Q1
$423K Sell
2024
Q4
$402K Buy
2024
Q3
$421K Sell
2024
Q2
$466K Buy
2024
Q1
$455K Hold
2023
Q4
$376K Buy