Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$512K Hold
2025
Q2
$523K Hold
2025
Q1
$512K Hold
2024
Q4
$413K Sell
2024
Q3
$409K Sell
2024
Q2
$694K Buy
2024
Q1
$329K Sell
2023
Q4
$295K Hold
2023
Q3
$295K Sell
2023
Q2
$395K Sell
2023
Q1
$794K Sell
2022
Q4
$763K Buy