Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Hold
2025
Q2
$268K Hold
2025
Q1
$284K Hold
2024
Q4
$368K Sell
2024
Q3
$447K Hold
2024
Q2
$425K Hold
2024
Q1
$509K Sell
2023
Q4
$413K Sell
2023
Q3
$334K Buy
2023
Q2
$385K Buy
2023
Q1
$467K Buy