Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$885K Sell
2025
Q2
$692K Buy
2025
Q1
$634K Sell
2024
Q4
$656K Hold
2024
Q3
$656K Sell
2024
Q2
$565K Sell
2024
Q1
$613K Sell
2023
Q4
$517K Hold
2023
Q3
$493K Hold
2023
Q2
$529K Sell
2023
Q1
$536K Buy
2022
Q4
$401K Buy