Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$746K Sell
2025
Q1
$862K Buy
2024
Q1
Sell
2023
Q4
$721K Sell
2023
Q3
$786K Hold
2023
Q2
$699K Hold
2023
Q1
$680K Buy