Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$916K Sell
2025
Q2
$808K Hold
2025
Q1
$808K Hold
2024
Q4
$935K Sell
2024
Q3
$832K Sell
2024
Q2
$889K Buy
2024
Q1
$806K Buy