Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$428K Buy
2025
Q2
$406K Buy
2025
Q1
$377K Sell
2024
Q4
$360K Hold
2024
Q3
$360K Sell
2024
Q2
$299K Sell
2024
Q1
$311K Sell
2023
Q4
$327K Sell
2023
Q3
$302K Buy
2023
Q2
$306K Sell
2023
Q1
$358K Sell
2022
Q4
$603K Buy