Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$626K Sell
2025
Q2
$661K Sell
2025
Q1
$605K Buy
2024
Q4
$535K Sell
2024
Q3
$588K Sell
2024
Q2
$478K Hold
2024
Q1
$527K Sell
2023
Q4
$514K Buy
2023
Q3
$287K Buy
2022
Q3
Sell
2022
Q2
$212K Buy