Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$539K Hold
2025
Q2
$475K Hold
2025
Q1
$605K Hold
2024
Q4
$710K Hold
2024
Q3
$792K Sell
2024
Q2
$655K Hold
2024
Q1
$702K Hold
2023
Q4
$846K Sell
2023
Q3
$1M Sell
2023
Q2
$917K Sell
2023
Q1
$971K Sell
2022
Q4
$960K Sell
2022
Q3
$948K Buy
2022
Q2
$767K Buy