Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$599K Sell
2025
Q2
$584K Buy
2025
Q1
$628K Buy
2024
Q4
$592K Hold
2024
Q3
$662K Sell
2024
Q2
$1.38M Buy
2024
Q1
$744K Hold
2023
Q4
$720K Hold
2023
Q3
$720K Sell
2023
Q2
$804K Hold
2023
Q1
$795K Hold
2022
Q4
$788K Buy