Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$397K Sell
2025
Q2
$471K Hold
2025
Q1
$367K Sell
2024
Q4
$378K Sell
2024
Q3
$383K Sell
2024
Q2
$405K Sell
2024
Q1
$482K Buy
2023
Q4
$381K Buy
2023
Q3
$303K Hold
2023
Q2
$272K Hold
2023
Q1
$265K Sell
2022
Q4
$248K Sell
2022
Q3
$257K Buy