Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$837K Sell
2024
Q4
$703K Hold
2024
Q3
$734K Buy
2024
Q2
$673K Buy
2024
Q1
$493K Hold
2023
Q4
$493K Buy
2023
Q3
$414K Buy
2023
Q2
$320K Sell
2023
Q1
$320K Buy