Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$588K Sell
2025
Q2
$645K Hold
2025
Q1
$672K Sell
2024
Q4
$618K Buy
2024
Q3
$587K Sell
2024
Q2
$520K Hold
2024
Q1
$528K Buy