Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$825K Sell
2025
Q2
$591K Sell
2025
Q1
$520K Sell
2024
Q4
$884K Buy
2024
Q3
$466K Buy
2024
Q2
$262K Sell
2024
Q1
$268K Buy
2023
Q4
$280K Hold
2023
Q3
$281K Hold
2023
Q2
$294K Buy