Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$658K Sell
2025
Q2
$668K Buy
2025
Q1
$440K Buy
2024
Q4
$405K Buy
2024
Q3
$465K Hold
2024
Q2
$571K Sell
2024
Q1
$551K Sell
2023
Q4
$476K Hold
2023
Q3
$404K Hold
2023
Q2
$456K Hold
2023
Q1
$428K Hold
2022
Q4
$344K Buy