Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$838K Hold
2025
Q2
$717K Hold
2025
Q1
$662K Sell
2024
Q4
$646K Sell
2024
Q3
$646K Buy
2024
Q2
$540K Sell
2024
Q1
$913K Buy
2023
Q4
$759K Hold
2023
Q3
$640K Buy