Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$526K Hold
2025
Q2
$502K Sell
2025
Q1
$393K Sell
2024
Q4
$444K Hold
2024
Q3
$555K Buy
2024
Q2
$465K Hold
2024
Q1
$409K Sell
2023
Q4
$351K Buy