Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$545K Buy
2025
Q2
$532K Buy
2025
Q1
$542K Sell
2024
Q4
$485K Hold
2024
Q3
$511K Buy
2024
Q2
$556K Hold
2024
Q1
$517K Sell
2023
Q4
$542K Sell
2023
Q3
$545K Sell
2023
Q2
$526K Sell
2023
Q1
$538K Sell
2022
Q4
$536K Buy
2022
Q3
$421K Buy
2022
Q2
$434K Buy
2022
Q1
$452K Buy