Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$691K Hold
2025
Q2
$827K Hold
2025
Q1
$588K Buy
2024
Q4
$542K Sell
2024
Q3
$739K Sell
2024
Q2
$1.54M Buy
2024
Q1
$749K Sell
2023
Q4
$706K Hold
2023
Q3
$706K Hold
2023
Q2
$607K Sell
2023
Q1
$618K Sell
2022
Q4
$879K Buy