Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$805K Hold
2025
Q2
$793K Sell
2025
Q1
$764K Hold
2024
Q4
$844K Hold
2024
Q3
$1.02M Sell
2024
Q2
$871K Hold
2024
Q1
$827K Sell
2023
Q4
$802K Buy
2023
Q3
$641K Hold
2023
Q2
$670K Hold
2023
Q1
$682K Hold
2022
Q4
$533K Hold
2022
Q3
$453K Hold
2022
Q2
$471K Hold
2022
Q1
$477K Buy