Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$882K Hold
2025
Q2
$707K Buy
2025
Q1
$762K Hold
2024
Q4
$646K Buy
2024
Q3
$703K Sell
2024
Q2
$641K Sell
2024
Q1
$746K Sell
2023
Q4
$651K Hold
2023
Q3
$593K Hold
2023
Q2
$567K Buy