Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$649K Hold
2025
Q2
$678K Hold
2025
Q1
$572K Hold
2024
Q4
$506K Sell
2024
Q3
$518K Hold
2024
Q2
$405K Sell
2024
Q1
$986K Buy