Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$588K Sell
2025
Q2
$584K Sell
2025
Q1
$624K Hold
2024
Q4
$587K Sell
2024
Q3
$597K Hold
2024
Q2
$499K Sell
2024
Q1
$534K Hold
2023
Q4
$491K Hold
2023
Q3
$556K Hold
2023
Q2
$574K Hold
2023
Q1
$546K Sell
2022
Q4
$528K Hold
2022
Q3
$486K Buy