Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$495K Hold
2025
Q2
$469K Hold
2025
Q1
$421K Buy
2024
Q4
Sell
2024
Q3
$388K Buy
2023
Q4
Sell
2023
Q3
$256K Hold
2023
Q2
$247K Buy
2023
Q1
Sell
2022
Q4
$227K Buy