Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$671K Hold
2025
Q2
$764K Sell
2025
Q1
$723K Sell
2024
Q4
$926K Sell
2024
Q3
$897K Hold
2024
Q2
$790K Buy
2024
Q1
$691K Sell
2023
Q4
$740K Sell
2023
Q3
$663K Buy