Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$493K Buy
2025
Q2
$463K Hold
2025
Q1
$525K Hold
2024
Q4
$582K Buy
2024
Q3
$612K Hold
2024
Q2
$667K Hold
2024
Q1
$711K Hold
2023
Q4
$587K Sell
2023
Q3
$575K Hold
2023
Q2
$645K Buy
2023
Q1
$447K Buy