Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$549K Hold
2025
Q2
$427K Hold
2025
Q1
$273K Sell
2024
Q4
$329K Sell
2024
Q3
$370K Hold
2024
Q2
$307K Buy
2024
Q1
$270K Hold
2023
Q4
$227K Hold
2023
Q3
$228K Hold
2023
Q2
$256K Sell
2023
Q1
$255K Hold
2022
Q4
$224K Buy
2022
Q2
Sell
2022
Q1
$210K Buy