Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$746K Hold
2025
Q2
$733K Sell
2025
Q1
$739K Sell
2024
Q4
$728K Hold
2024
Q3
$793K Sell
2024
Q2
$977K Sell
2024
Q1
$979K Buy