Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$772K Sell
2025
Q2
$562K Buy
2025
Q1
$445K Buy
2024
Q4
$674K Buy
2024
Q3
$434K Buy
2024
Q2
$308K Hold
2024
Q1
$273K Hold
2023
Q4
$386K Hold
2023
Q3
$389K Sell
2023
Q2
$419K Hold
2023
Q1
$332K Buy