Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$424K Sell
2025
Q2
$479K Sell
2025
Q1
$586K Sell
2024
Q4
$594K Sell
2024
Q3
$554K Buy
2024
Q2
$457K Buy
2024
Q1
$448K Sell
2023
Q4
$509K Buy
2023
Q3
$354K Hold
2023
Q2
$355K Hold
2023
Q1
$355K Hold
2022
Q4
$367K Hold
2022
Q3
$286K Buy