Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$706K Hold
2025
Q2
$566K Sell
2025
Q1
$660K Sell
2024
Q4
$1.13M Buy
2024
Q3
$629K Sell
2024
Q2
$565K Hold
2024
Q1
$600K Sell
2023
Q4
$535K Buy