Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$546K Hold
2025
Q2
$519K Sell
2025
Q1
$614K Hold
2024
Q4
$643K Buy
2024
Q3
$646K Hold
2024
Q2
$625K Hold
2024
Q1
$642K Buy
2023
Q4
$322K Hold
2023
Q3
$371K Buy
2023
Q2
$401K Sell
2023
Q1
$581K Buy