Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$630K Sell
2025
Q2
$639K Sell
2025
Q1
$528K Sell
2024
Q4
$559K Buy
2024
Q3
$465K Sell
2024
Q2
$426K Buy
2024
Q1
$520K Hold
2023
Q4
$495K Hold
2023
Q3
$493K Sell
2023
Q2
$597K Buy