Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$608K Sell
2025
Q2
$723K Sell
2025
Q1
$701K Buy
2024
Q4
$609K Hold
2024
Q3
$645K Hold
2024
Q2
$482K Sell
2024
Q1
$500K Sell
2023
Q4
$544K Sell
2023
Q3
$522K Hold
2023
Q2
$558K Buy