Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$873K Hold
2025
Q2
$959K Hold
2025
Q1
$688K Sell
2024
Q4
$895K Sell
2024
Q3
$1.17M Sell
2024
Q2
$1.15M Buy
2024
Q1
$528K Hold
2023
Q4
$376K Hold
2023
Q3
$309K Hold
2023
Q2
$321K Hold
2023
Q1
$267K Buy