Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$813K Buy
2025
Q2
$684K Buy
2025
Q1
$389K Buy
2024
Q4
$457K Sell
2024
Q3
$651K Buy
2024
Q2
$640K Hold
2024
Q1
$666K Hold
2023
Q4
$616K Sell
2023
Q3
$505K Hold
2023
Q2
$508K Hold
2023
Q1
$457K Hold
2022
Q4
$428K Buy