Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$759K Sell
2025
Q2
$816K Buy
2025
Q1
$775K Sell
2024
Q4
$753K Buy
2024
Q3
$724K Hold
2024
Q2
$694K Buy
2024
Q1
$592K Hold
2023
Q4
$533K Sell
2023
Q3
$464K Hold
2023
Q2
$442K Buy