Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$530K Sell
2025
Q2
$546K Hold
2025
Q1
$611K Sell
2024
Q4
$560K Sell
2024
Q3
$561K Buy
2024
Q2
$460K Buy
2023
Q4
Sell
2023
Q3
$242K Buy