Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$837K Hold
2025
Q2
$674K Buy
2025
Q1
$728K Sell
2024
Q4
$827K Sell
2024
Q3
$832K Hold
2024
Q2
$752K Sell
2024
Q1
$623K Hold
2023
Q4
$699K Buy