Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$615K Hold
2025
Q2
$687K Hold
2025
Q1
$478K Sell
2024
Q4
$467K Sell
2024
Q3
$379K Sell
2024
Q2
$375K Sell
2024
Q1
$359K Buy