Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$472K Sell
2025
Q2
$510K Sell
2025
Q1
$493K Buy
2024
Q4
$506K Hold
2024
Q3
$449K Sell
2024
Q2
$399K Sell
2024
Q1
$481K Sell
2023
Q4
$377K Sell
2023
Q3
$306K Sell
2023
Q2
$291K Hold
2023
Q1
$258K Hold
2022
Q4
$205K Buy