Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$705K Hold
2025
Q2
$698K Hold
2025
Q1
$423K Hold
2024
Q4
$496K Sell
2024
Q3
$593K Hold
2024
Q2
$430K Hold
2024
Q1
$348K Buy
2023
Q1
Sell
2022
Q4
$232K Hold
2022
Q3
$210K Hold
2022
Q2
$229K Buy