Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$695K Sell
2025
Q2
$1.02M Sell
2025
Q1
$1.03M Buy
2024
Q4
$989K Buy
2024
Q3
$930K Buy
2024
Q2
$923K Buy
2024
Q1
$731K Buy
2023
Q4
$722K Sell
2023
Q3
$652K Hold
2023
Q2
$619K Hold
2023
Q1
$568K Hold
2022
Q4
$566K Hold
2022
Q3
$593K Buy