Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$664K Sell
2025
Q2
$777K Buy
2025
Q1
$682K Sell
2024
Q4
$707K Hold
2024
Q3
$707K Buy
2024
Q2
$652K Hold
2024
Q1
$562K Buy
2023
Q4
$492K Buy
2023
Q3
$420K Hold
2023
Q2
$401K Buy
2023
Q1
$327K Buy
2022
Q4
$251K Buy