Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$564K Hold
2025
Q2
$590K Buy
2023
Q3
Sell
2023
Q2
$428K Sell
2023
Q1
$464K Buy
2022
Q4
$437K Sell
2022
Q3
$480K Hold
2022
Q2
$571K Sell
2022
Q1
$539K Hold
2021
Q4
$568K Buy