Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$696K Buy
2025
Q2
$614K Hold
2025
Q1
$659K Sell
2024
Q4
$761K Hold
2024
Q3
$740K Sell
2024
Q2
$835K Hold
2024
Q1
$807K Hold
2023
Q4
$705K Hold
2023
Q3
$738K Sell
2023
Q2
$740K Buy