Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$971K Buy
2025
Q2
$789K Sell
2025
Q1
$630K Hold
2024
Q4
$774K Hold
2024
Q3
$734K Hold
2024
Q2
$622K Hold
2024
Q1
$597K Sell
2023
Q4
$371K Hold
2023
Q3
$362K Sell
2023
Q2
$329K Buy
2023
Q1
$252K Buy
2022
Q4
$220K Buy