Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$626K Buy
2025
Q2
$596K Buy
2025
Q1
$547K Hold
2024
Q4
$531K Buy
2024
Q3
$681K Buy
2024
Q2
Sell
2024
Q1
$891K Hold
2023
Q4
$784K Sell
2023
Q3
$860K Sell
2023
Q2
$906K Buy