Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$464K Sell
2025
Q2
$805K Sell
2025
Q1
$786K Hold
2024
Q4
$691K Hold
2024
Q3
$731K Sell
2024
Q2
$562K Sell
2024
Q1
$614K Sell
2023
Q4
$638K Sell
2023
Q3
$609K Buy