Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$667K Buy
2025
Q2
$632K Hold
2025
Q1
$481K Hold
2024
Q4
$587K Hold
2024
Q3
$586K Sell
2024
Q2
$600K Hold
2024
Q1
$598K Hold
2023
Q4
$461K Hold
2023
Q3
$411K Sell
2023
Q2
$430K Hold
2023
Q1
$366K Hold
2022
Q4
$335K Buy