Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$395K Hold
2025
Q2
$510K Sell
2025
Q1
$589K Buy
2024
Q4
$520K Hold
2024
Q3
$563K Hold
2024
Q2
$444K Hold
2024
Q1
$522K Hold
2023
Q4
$524K Hold
2023
Q3
$489K Buy