Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$995K Sell
2025
Q2
$1.05M Sell
2025
Q1
$895K Hold
2024
Q4
$792K Hold
2024
Q3
$796K Hold
2024
Q2
$623K Hold
2024
Q1
$688K Sell
2023
Q4
$638K Hold
2023
Q3
$547K Buy
2023
Q2
$519K Buy
2023
Q1
$506K Hold
2022
Q4
$544K Buy