Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$873K Sell
2025
Q2
$885K Sell
2025
Q1
$553K Sell
2024
Q4
$588K Buy
2024
Q3
$411K Sell
2024
Q2
$427K Buy
2024
Q1
$406K Buy
2023
Q4
$382K Hold
2023
Q3
$381K Buy