Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$534K Hold
2025
Q2
$524K Sell
2025
Q1
$505K Buy
2024
Q4
$438K Buy
2024
Q3
$462K Buy
2024
Q2
$344K Sell
2024
Q1
$356K Sell
2023
Q4
$401K Hold
2023
Q3
$344K Hold
2023
Q2
$367K Buy
2023
Q1
$385K Buy
2022
Q4
$402K Hold
2022
Q3
$370K Buy