Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$640K Buy
2025
Q2
$701K Buy
2025
Q1
$242K Sell
2024
Q4
$283K Sell
2024
Q3
$341K Sell
2024
Q2
$378K Hold
2024
Q1
$344K Sell
2023
Q4
$440K Sell
2023
Q3
$419K Sell
2023
Q2
$403K Hold
2023
Q1
$318K Buy
2022
Q4
$256K Buy