Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$693K Hold
2025
Q2
$775K Hold
2025
Q1
$942K Sell
2024
Q4
$964K Sell
2024
Q3
$893K Buy
2024
Q2
$742K Hold
2024
Q1
$729K Hold
2023
Q4
$639K Hold
2023
Q3
$577K Buy