Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$794K Hold
2025
Q2
$640K Sell
2025
Q1
$712K Sell
2024
Q4
$785K Sell
2024
Q3
$804K Sell
2024
Q2
$789K Buy
2024
Q1
$613K Sell
2023
Q4
$837K Sell
2023
Q3
$969K Sell
2023
Q2
$1.17M Sell
2023
Q1
$1.01M Buy