Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$529K Sell
2024
Q4
$503K Sell
2024
Q3
$640K Sell
2024
Q2
$501K Sell
2024
Q1
$516K Buy
2023
Q4
$462K Buy
2023
Q3
$457K Sell
2023
Q2
$516K Hold
2023
Q1
$516K Sell
2022
Q4
$512K Sell
2022
Q3
$419K Buy