Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$840K Buy
2025
Q2
$641K Sell
2025
Q1
$830K Hold
2024
Q4
$704K Hold
2024
Q3
$782K Hold
2024
Q2
$679K Sell
2024
Q1
$743K Buy
2023
Q4
$600K Buy