Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.02M Sell
2025
Q2
$856K Hold
2025
Q1
$591K Hold
2024
Q4
$726K Hold
2024
Q3
$689K Sell
2024
Q2
$610K Buy
2024
Q1
$585K Buy
2023
Q4
$302K Hold
2023
Q3
$295K Hold
2023
Q2
$259K Hold
2023
Q1
$228K Hold
2022
Q4
$207K Buy