Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$765K Hold
2025
Q2
$659K Sell
2025
Q1
$755K Buy
2024
Q4
$634K Hold
2024
Q3
$673K Sell
2024
Q2
$847K Hold
2024
Q1
$884K Sell
2023
Q4
$1.05M Buy