Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$564K Sell
2025
Q2
$697K Sell
2025
Q1
$447K Hold
2024
Q4
$473K Sell
2024
Q3
$445K Sell
2024
Q2
$425K Sell
2024
Q1
$588K Sell
2023
Q4
$724K Hold
2023
Q3
$721K Sell
2023
Q2
$677K Buy