Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$675K Hold
2025
Q2
$582K Buy
2025
Q1
$586K Buy
2024
Q4
$574K Sell
2024
Q3
$732K Hold
2024
Q2
$673K Sell
2024
Q1
$682K Sell
2023
Q4
$847K Sell
2023
Q3
$708K Buy
2023
Q2
$735K Buy
2023
Q1
$702K Buy
2022
Q4
$686K Sell
2022
Q3
$555K Buy
2022
Q2
$614K Sell
2022
Q1
$841K Buy