Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$567K Sell
2025
Q2
$763K Sell
2025
Q1
$957K Hold
2024
Q4
$801K Buy
2024
Q3
$901K Sell
2024
Q2
$895K Buy
2024
Q1
$553K Sell
2023
Q4
$565K Buy