Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$592K Buy
2025
Q2
$328K Buy
2025
Q1
$302K Hold
2024
Q4
$265K Sell
2024
Q3
$308K Buy
2024
Q2
$225K Sell
2024
Q1
$219K Buy
2023
Q4
$207K Buy