Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$516K Buy
2025
Q2
$510K Hold
2025
Q1
$430K Hold
2024
Q4
$380K Sell
2024
Q3
$385K Sell
2024
Q2
$318K Sell
2024
Q1
$363K Buy
2023
Q4
$284K Sell
2023
Q3
$248K Hold
2023
Q2
$237K Hold
2023
Q1
$232K Buy
2022
Q4
$249K Buy