Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$418K Sell
2025
Q2
$531K Sell
2025
Q1
$614K Sell
2024
Q4
$735K Sell
2024
Q3
$848K Buy
2024
Q2
$914K Hold
2024
Q1
$974K Sell
2023
Q4
$838K Buy
2023
Q3
$776K Buy