Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$619K Sell
2025
Q2
$725K Hold
2025
Q1
$683K Hold
2024
Q4
$664K Hold
2024
Q3
$532K Buy
2024
Q2
$330K Hold
2024
Q1
$318K Hold
2023
Q4
$296K Hold
2023
Q3
$380K Buy
2023
Q2
$209K Hold
2023
Q1
$236K Buy