Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$485K Sell
2025
Q2
$358K Sell
2025
Q1
$753K Sell
2024
Q4
$787K Sell
2024
Q3
$802K Hold
2024
Q2
$707K Hold
2024
Q1
$678K Buy
2023
Q4
$397K Sell
2023
Q3
$434K Buy
2022
Q2
Sell
2022
Q1
$502K Buy
2021
Q4
$408K Buy