Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$698K Hold
2025
Q2
$653K Sell
2025
Q1
$594K Hold
2024
Q4
$634K Buy
2024
Q3
$427K Sell
2024
Q2
$521K Buy
2024
Q1
$420K Buy
2023
Q4
$764K Buy
2023
Q3
$548K Buy
2023
Q2
$220K Sell
2023
Q1
$205K Sell
2022
Q4
$260K Buy
2022
Q3
$431K Sell
2022
Q2
$340K Buy