Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$798K Hold
2025
Q2
$766K Hold
2025
Q1
$610K Sell
2024
Q4
$791K Sell
2024
Q3
$1.08M Hold
2024
Q2
$989K Hold
2024
Q1
$982K Hold
2023
Q4
$848K Sell
2023
Q3
$678K Hold
2023
Q2
$664K Hold
2023
Q1
$530K Buy