Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$873K Buy
2025
Q2
$836K Sell
2025
Q1
$544K Hold
2024
Q4
$576K Hold
2024
Q3
$479K Buy
2024
Q2
$435K Sell
2024
Q1
$541K Sell
2023
Q4
$519K Buy
2023
Q3
$508K Sell
2023
Q2
$434K Buy
2023
Q1
$353K Buy