Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$596K Sell
2025
Q1
$702K Sell
2024
Q4
$614K Hold
2024
Q3
$627K Sell
2024
Q2
$684K Sell
2024
Q1
$716K Buy