Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$522K Sell
2025
Q2
$751K Hold
2025
Q1
$679K Hold
2024
Q4
$900K Sell
2024
Q3
$1.15M Hold
2024
Q2
$826K Hold
2024
Q1
$891K Sell
2023
Q4
$938K Buy