Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$407K Hold
2025
Q2
$384K Hold
2025
Q1
$435K Sell
2024
Q4
$493K Hold
2024
Q3
$562K Hold
2024
Q2
$613K Hold
2024
Q1
$653K Sell
2023
Q4
$573K Buy
2023
Q3
$523K Buy
2023
Q2
$580K Buy
2023
Q1
$530K Buy
2022
Q4
$546K Buy