Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$960K Hold
2025
Q2
$998K Sell
2025
Q1
$1.03M Sell
2024
Q4
$960K Sell
2024
Q3
$869K Hold
2024
Q2
$829K Hold
2024
Q1
$882K Buy
2023
Q4
$822K Buy