Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$477K Hold
2025
Q2
$551K Sell
2025
Q1
$449K Hold
2024
Q4
$460K Sell
2024
Q3
$471K Sell
2024
Q2
$516K Sell
2024
Q1
$538K Sell
2023
Q4
$606K Sell
2023
Q3
$565K Buy
2023
Q2
$459K Buy