Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$747K Sell
2025
Q2
$640K Buy
2025
Q1
$467K Sell
2024
Q4
$920K Sell
2024
Q3
$937K Hold
2024
Q2
$938K Sell
2024
Q1
$744K Hold
2023
Q4
$569K Hold
2023
Q3
$502K Hold
2023
Q2
$552K Hold
2023
Q1
$511K Hold
2022
Q4
$410K Buy