Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$820K Hold
2025
Q2
$894K Sell
2025
Q1
$922K Buy
2024
Q4
$907K Hold
2024
Q3
$902K Sell
2024
Q2
$848K Sell
2024
Q1
$857K Hold
2023
Q4
$820K Hold
2023
Q3
$712K Hold
2023
Q2
$892K Sell
2023
Q1
$821K Sell
2022
Q4
$788K Buy