Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$666K Hold
2025
Q2
$687K Hold
2025
Q1
$713K Hold
2024
Q4
$638K Hold
2024
Q3
$593K Sell
2024
Q2
$623K Buy
2024
Q1
$565K Sell
2023
Q4
$515K Buy
2023
Q3
$478K Sell
2023
Q2
$534K Buy