Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$758K Sell
2025
Q2
$632K Buy
2025
Q1
$360K Hold
2024
Q4
$376K Sell
2024
Q3
$521K Buy
2024
Q2
$626K Buy
2024
Q1
$560K Buy