Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$607K Sell
2025
Q2
$741K Hold
2025
Q1
$674K Sell
2024
Q4
$639K Sell
2024
Q3
$885K Buy
2024
Q2
$725K Sell
2024
Q1
$717K Sell
2023
Q4
$623K Hold
2023
Q3
$630K Sell
2023
Q2
$674K Hold
2023
Q1
$669K Buy