Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$656K Buy
2025
Q2
$567K Buy
2025
Q1
$449K Sell
2024
Q4
$604K Sell
2024
Q3
$721K Sell
2024
Q2
$705K Hold
2024
Q1
$746K Sell
2023
Q4
$791K Sell
2023
Q3
$812K Buy
2023
Q2
$716K Buy
2023
Q1
$662K Buy