Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$782K Hold
2025
Q2
$649K Hold
2025
Q1
$493K Sell
2024
Q4
$655K Hold
2024
Q3
$805K Hold
2024
Q2
$857K Hold
2024
Q1
$727K Hold
2023
Q4
$605K Hold
2023
Q3
$477K Hold
2023
Q2
$504K Hold
2023
Q1
$415K Sell
2022
Q4
$409K Hold
2022
Q3
$328K Sell
2022
Q2
$446K Sell
2022
Q1
$662K Buy