Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$813K Hold
2025
Q2
$798K Sell
2025
Q1
$880K Sell
2024
Q4
$870K Hold
2024
Q3
$921K Sell
2024
Q2
$734K Sell
2024
Q1
$762K Sell
2023
Q4
$803K Buy