Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$282K Hold
2025
Q2
$290K Hold
2025
Q1
$265K Sell
2024
Q4
$477K Sell
2024
Q3
$627K Hold
2024
Q2
$602K Hold
2024
Q1
$653K Hold
2023
Q4
$505K Sell
2023
Q3
$375K Buy
2023
Q1
$280K Buy