Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$950K Buy
2025
Q2
$614K Sell
2025
Q1
$453K Buy
2024
Q4
$536K Hold
2024
Q3
$471K Sell
2024
Q2
$525K Buy
2024
Q1
$349K Buy
2023
Q4
$211K Buy
2023
Q1
Sell
2022
Q4
$222K Hold
2022
Q3
$205K Buy
2022
Q2
Sell
2022
Q1
$231K Buy