Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$469K Hold
2025
Q2
$469K Buy
2025
Q1
$372K Sell
2024
Q4
$470K Sell
2024
Q3
$402K Hold
2024
Q2
$417K Sell
2024
Q1
$441K Buy
2023
Q4
$334K Buy
2023
Q3
$253K Hold
2023
Q2
$259K Buy