Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$844K Buy
2025
Q2
$760K Sell
2025
Q1
$942K Buy
2024
Q1
Sell
2023
Q4
$598K Buy
2023
Q3
$528K Hold
2023
Q2
$565K Hold
2023
Q1
$529K Buy