Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$605K Sell
2025
Q2
$768K Sell
2025
Q1
$956K Hold
2024
Q4
$986K Hold
2024
Q3
$1.3M Hold
2024
Q2
$1.31M Hold
2024
Q1
$1.29M Hold
2023
Q4
$841K Hold
2023
Q3
$794K Hold
2023
Q2
$1.01M Buy