Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$516K Sell
2025
Q2
$808K Hold
2025
Q1
$701K Hold
2024
Q4
$808K Sell
2024
Q3
$688K Sell
2024
Q2
$717K Sell
2024
Q1
$671K Sell
2023
Q4
$577K Hold
2023
Q3
$506K Hold
2023
Q2
$495K Buy