Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$708K Buy
2025
Q2
$751K Buy
2025
Q1
$464K Buy
2024
Q4
$475K Hold
2024
Q3
$553K Sell
2024
Q2
$597K Hold
2024
Q1
$542K Sell
2023
Q4
$671K Sell
2023
Q3
$622K Buy