Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$429K Hold
2025
Q2
$377K Hold
2025
Q1
$309K Hold
2024
Q4
$341K Hold
2024
Q3
$359K Hold
2024
Q2
$310K Sell
2024
Q1
$342K Buy