Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$739K Sell
2025
Q2
$533K Sell
2025
Q1
$444K Sell
2024
Q4
$693K Sell
2024
Q3
$514K Buy
2024
Q2
$373K Hold
2024
Q1
$331K Buy
2023
Q4
$337K Buy
2023
Q3
$326K Buy