Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$887K Sell
2025
Q2
$734K Buy
2025
Q1
$529K Sell
2024
Q4
$663K Buy
2024
Q3
$580K Buy
2024
Q2
$563K Hold
2024
Q1
$441K Sell
2023
Q4
$354K Buy
2023
Q3
$293K Buy