Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$632K Hold
2025
Q2
$729K Hold
2025
Q1
$569K Hold
2024
Q4
$575K Hold
2024
Q3
$575K Sell
2024
Q2
$611K Sell
2024
Q1
$705K Buy
2023
Q4
$593K Hold
2023
Q3
$485K Hold
2023
Q2
$435K Buy
2023
Q1
$421K Sell
2022
Q4
$368K Buy