Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$640K Hold
2025
Q1
$400K Sell
2024
Q4
$570K Buy
2024
Q3
$433K Hold
2024
Q2
$393K Buy
2024
Q1
$478K Hold
2023
Q4
$454K Hold
2023
Q3
$453K Hold
2023
Q2
$385K Hold
2023
Q1
$314K Buy
2022
Q4
$243K Buy