Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$684K Sell
2025
Q2
$484K Buy
2025
Q1
$300K Buy
2024
Q4
$451K Buy
2024
Q3
$181K Buy
2024
Q2
$174K Hold
2024
Q1
$135K Buy