Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$325K Hold
2025
Q2
$336K Hold
2025
Q1
$410K Sell
2024
Q4
$805K Sell
2024
Q3
$997K Buy
2024
Q2
$900K Buy
2024
Q1
$860K Buy
2023
Q4
$719K Buy