Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$523K Sell
2025
Q2
$462K Hold
2025
Q1
$466K Hold
2024
Q4
$469K Hold
2024
Q3
$597K Hold
2024
Q2
$549K Sell
2024
Q1
$560K Hold
2023
Q4
$663K Hold
2023
Q3
$552K Hold
2023
Q2
$579K Hold
2023
Q1
$616K Hold
2022
Q4
$603K Buy