Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$754K Buy
2025
Q2
$761K Sell
2025
Q1
$787K Sell
2024
Q4
$717K Sell
2024
Q3
$739K Sell
2024
Q2
$692K Sell
2024
Q1
$736K Hold
2023
Q4
$736K Buy