Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$641K Buy
2025
Q1
$559K Sell
2024
Q4
$636K Buy
2024
Q3
$485K Hold
2024
Q2
$438K Hold
2024
Q1
$357K Sell
2023
Q4
$911K Sell
2023
Q3
$818K Buy
2023
Q1
$786K Buy