Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$878K Hold
2025
Q2
$868K Hold
2025
Q1
$861K Sell
2024
Q4
$795K Hold
2024
Q3
$906K Hold
2024
Q2
$833K Sell
2024
Q1
$963K Buy
2021
Q4
Sell
2021
Q3
$459K Buy