Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$365K Sell
2025
Q2
$379K Sell
2025
Q1
$403K Sell
2024
Q4
$593K Hold
2024
Q3
$593K Sell
2024
Q2
$562K Buy
2024
Q1
$610K Buy
2023
Q4
$516K Hold
2023
Q3
$505K Sell
2023
Q2
$590K Sell
2023
Q1
$594K Sell
2022
Q4
$599K Buy