Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$555K Hold
2025
Q2
$547K Hold
2025
Q1
$522K Sell
2024
Q4
$475K Hold
2024
Q3
$505K Sell
2024
Q2
$511K Sell
2024
Q1
$559K Sell
2023
Q4
$669K Sell
2023
Q3
$1.17M Buy
2023
Q2
$1.2M Sell
2023
Q1
$1.85M Buy
2022
Q4
$1.75M Sell
2022
Q3
$2.14M Sell
2022
Q2
$2.5M Buy
2022
Q1
$2.47M Buy