Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$667K Hold
2025
Q2
$759K Sell
2025
Q1
$683K Sell
2024
Q4
$639K Sell
2024
Q3
$617K Sell
2024
Q2
$554K Hold
2024
Q1
$535K Sell
2023
Q4
$448K Buy