Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$443K Sell
2025
Q2
$505K Hold
2025
Q1
$536K Hold
2024
Q4
$549K Buy
2024
Q3
$287K Hold
2024
Q2
$250K Hold
2024
Q1
$279K Buy