Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$487K Hold
2025
Q2
$690K Hold
2025
Q1
$591K Sell
2024
Q4
$1.02M Hold
2024
Q3
$718K Hold
2024
Q2
$858K Hold
2024
Q1
$802K Sell
2023
Q4
$855K Hold
2023
Q3
$760K Buy
2023
Q2
$1.08M Sell
2023
Q1
$1.03M Hold
2022
Q4
$342K Buy
2022
Q3
$186K Sell
2022
Q2
$272K Buy