Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$501K Hold
2025
Q2
$515K Hold
2025
Q1
$536K Sell
2024
Q4
$602K Buy
2024
Q3
$317K Hold
2024
Q2
$281K Hold
2024
Q1
$285K Hold
2023
Q4
$249K Hold
2023
Q3
$229K Hold
2023
Q2
$212K Hold
2023
Q1
$214K Hold
2022
Q4
$243K Hold
2022
Q3
$200K Buy