Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$592K Sell
2025
Q2
$598K Hold
2025
Q1
$382K Hold
2024
Q4
$456K Hold
2024
Q3
$466K Hold
2024
Q2
$386K Hold
2024
Q1
$344K Hold
2023
Q4
$288K Buy