Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$547K Hold
2025
Q2
$450K Hold
2025
Q1
$311K Sell
2024
Q4
$718K Hold
2024
Q3
$681K Hold
2024
Q2
$578K Sell
2024
Q1
$610K Sell
2023
Q4
$411K Hold
2023
Q3
$401K Buy
2023
Q2
$334K Buy
2023
Q1
$291K Buy
2022
Q4
$229K Buy